Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-24-088764
Filing Date
2024-08-13
Accepted
2024-08-13 10:58:40
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2073
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 42266
  Complete submission text file 0001104659-24-088764.txt   45652
Mailing Address N22 W27847 EDGEWATER DR. PEWAUKEE WI 53072
Business Address N22 W27847 EDGEWATER DR. 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.: 241199498