Shakespeare Wealth Management, LLC
Position in CSL — Carlisle Companies Inc
CIK 1658509
Pewaukee, WI
Position in CSL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$524,536
+$42,122 QoQ
Shares Held
1,446
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#465
of 792 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Shakespeare Wealth Management, LLC holds $1,132,240 across 2 Building Products & Equipment names. CSL ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
8,285 | $607,704 | |
| 2 | CSL |
Carlisle Companies Inc
This page
|
1,446 | $524,536 |
All Filings in CSL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,536 | 1,446 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $482,414 | 1,446 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $462,517 | 1,446 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $475,676 | 1,446 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $564,954 | 1,513 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $514,495 | 1,511 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $573,915 | 1,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $765,024 | 1,701 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $688,046 | 1,698 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $769,593 | 1,964 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $645,792 | 2,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $535,890 | 2,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $530,247 | 2,067 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $467,286 | 2,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $487,088 | 2,067 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $579,607 | 2,067 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $493,206 | 2,067 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $508,316 | 2,067 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $512,864 | 2,067 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $410,898 | 2,067 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $395,582 | 2,067 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $340,186 | 2,067 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $322,824 | 2,067 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,938 | 2,067 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $247,357 | 2,067 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $258,953 | 2,067 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||