Long-term investor
Shakespeare Wealth Management, LLC @shakespearewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001658509).
Record
- Tracked since 2025-06-30 (464 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +0.4% · 1 year +0.4% · all +0.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921932703 · 20.2% · long · since 2025-06-30
- 921932505 · 18.4% · long · since 2025-06-30
- 316188309 · 11.3% · long · since 2025-06-30
- 464288273 · 6.7% · long · since 2025-06-30
- 922908512 · 6.1% · long · since 2025-06-30
- 78464A821 · 5.4% · long · since 2025-06-30
- 46434G103 · 5.0% · long · since 2025-06-30
- 25434V781 · 4.6% · long · since 2025-06-30
- 78464A201 · 3.8% · long · since 2025-06-30
- 922908769 · 1.5% · long · since 2025-06-30
- 808524771 · 1.4% · long · since 2025-06-30
- 92939U106 · 0.8% · long · since 2025-06-30