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Facebook Inc cl a shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $898k 1.2k 734.16
2025-06-30 $924k 1.3k 737.82
2025-03-31 $731k 1.3k 576.39

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare Wealth Management

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Susquehanna International
Capital Research and Management Company - Division 3
Capital Research Global Investors
Northern Trust
Jane Street
Citadel Advisors
Goldman Sachs Group

View all funds holding Facebook Inc cl a