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Lakeshore Capital Group, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeshore Capital Group, Inc. on IWM, newest first. How the timeline and the estimate are built.

Lakeshore Capital Group, Inc. held 3,504 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,504 shares
    Change vs previous 13F -52 shares

    0.78% of the 13F portfolio, value $1,052,915.

    13F-HR 0002057465-26-000003 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,556 shares
    Change vs previous 13F -13 shares

    0.72% of the 13F portfolio, value $881,829.

    13F-HR 0002057465-26-000002 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,569 shares
    Change vs previous 13F -11 shares

    0.7% of the 13F portfolio, value $878,467.

    13F-HR 0002057465-26-000001 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,580 shares
    Change vs previous 13F -64 shares

    0.7% of the 13F portfolio, value $866,158.

    13F-HR 0002057465-25-000002 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,644 shares
    Change vs previous 13F -1,261 shares

    0.7% of the 13F portfolio, value $786,269.

    13F-HR 0001085146-25-004056 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,905 shares
    Change vs previous 13F -15,202 shares

    0.94% of the 13F portfolio, value $978,563.

    13F-HR 0001085146-25-001998 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,107 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $4,442,790.

    13F-HR 0001085146-25-001770 filed by Lakeshore Capital Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).