Shakespeare Wealth Management, LLC

Position in MBWM — Mercantile Bank Corp

CIK 1658509 Pewaukee, WI

Position in MBWM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$664,579

+$80,092 QoQ

Shares Held

11,574

0.0% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#94

of 207 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shakespeare Wealth Management, LLC holds $4,125,200 across 5 Banks - Regional names. MBWM ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	98,749	$1,750,819
2	COFS	Choiceone Financial Services Inc	27,198	$924,732
3	MBWM	Mercantile Bank Corp This page	11,574	$664,579
4	BFC	Bank First Corp	3,518	$521,895
5	ASB	Associated Banc-Corp	8,553	$263,175

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,579	11,574	0.0%	Shares	Sole	2026-07-20
2026-03-31	$584,487	11,574	0.0%	Shares	Sole	2026-04-30
2025-12-31	$556,709	11,574	0.0%	Shares	Sole	2026-02-06
2025-09-30	$520,830	11,574	-5.1%	Shares	Sole	2025-11-04
2025-06-30	$565,923	12,194	0.0%	Shares	Sole	2025-08-12
2025-03-31	$529,707	12,194	-3.0%	Shares	Sole	2025-05-15
2024-12-31	$559,150	12,568	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$601,281	13,753	0.0%	Shares	Sole	2024-11-14
2024-06-30	$557,959	13,753	-18.3%	Shares	Sole	2024-08-13
2024-03-31	$647,555	16,824	-14.9%	Shares	Sole	2024-05-13
2023-12-31	$798,231	19,768	0.0%	Shares	Sole	2024-02-13
2023-09-30	$611,028	19,768	0.0%	Shares	Sole	2023-11-14
2023-06-30	$545,992	19,768	-1.0%	Shares	Sole	2023-08-11
2023-03-31	$610,468	19,963	0.0%	Shares	Sole	2023-05-15
2022-12-31	$668,361	19,963	0.0%	Shares	Sole	2023-02-13
2022-09-30	$593,100	19,963	-8.3%	Shares	Sole	2022-11-14
2022-06-30	$695,327	21,763	-15.8%	Shares	Sole	2022-08-09
2022-03-31	$915,040	25,834	0.0%	Shares	Sole	2022-05-16
2021-12-31	$904,965	25,834	0.0%	Shares	Sole	2022-01-10
2021-09-30	$827,463	25,834	0.0%	Shares	Sole	2021-11-15
2021-06-30	$780,186	25,834	0.0%	Shares	Sole	2021-08-09
2021-03-31	$838,829	25,834	0.0%	Shares	Sole	2021-05-13
2020-12-31	$701,909	25,834	0.0%	Shares	Sole	2021-02-16
2020-09-30	$465,528	25,834	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.