Shakespeare Wealth Management, LLC
Position in BKD — Brookdale Senior Living Inc.
CIK 1658509
Pewaukee, WI
Position in BKD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$308,525
New position
Shares Held
19,175
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#197
of 291 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Shakespeare Wealth Management, LLC holds $308,525 across 1 Medical Care Facilities name. BKD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKD |
Brookdale Senior Living Inc.
This page
|
19,175 | $308,525 |
All Filings in BKD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,525 | 19,175 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||