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Lakeshore Capital Group, Inc.: IYM position timeline

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

Lakeshore Capital Group, Inc. held 2,229 IYM 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 2,229 shares
    Change vs previous 13F -8 shares

    0.3% of the 13F portfolio, value $400,293.

    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 2,237 shares
    Change vs previous 13F -20 shares

    0.32% of the 13F portfolio, value $393,521.

    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 2,257 shares
    Change vs previous 13F -22 shares

    0.28% of the 13F portfolio, value $347,598.

    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 2,279 shares
    Change vs previous 13F +16 shares

    0.27% of the 13F portfolio, value $337,795.

    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 2,263 shares
    Change vs previous 13F +187 shares

    0.28% of the 13F portfolio, value $316,850.

    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 2,076 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $279,862.

    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).