Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-25-049163
Filing Date
2025-05-15
Accepted
2025-05-15 11:55:42
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2206
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 45112
  Complete submission text file 0001104659-25-049163.txt   48669
Mailing Address N22 W27847 EDGEWATER DR. SUITE 101 PEWAUKEE WI 53072
Business Address N22 W27847 EDGEWATER DR. SUITE 101 PEWAUKEE WI 53072 262-814-1600
Shakespeare Wealth Management, LLC (Filer) CIK: 0001658509 (see all company filings)

EIN.: 391944977 | State of Incorp.: WI | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18885 | Film No.: 25950375