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Lakeshore Capital Group, Inc.: IYW position timeline

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

Lakeshore Capital Group, Inc. held 13,621 IYW 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 13,621 shares
    Change vs previous 13F -71 shares

    2.54% of the 13F portfolio, value $3,435,742.

    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 13,692 shares
    Change vs previous 13F -188 shares

    2.03% of the 13F portfolio, value $2,484,026.

    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 13,880 shares
    Change vs previous 13F -196 shares

    2.22% of the 13F portfolio, value $2,771,584.

    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 14,076 shares
    Change vs previous 13F +43 shares

    2.23% of the 13F portfolio, value $2,756,902.

    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 14,033 shares
    Change vs previous 13F -2,208 shares

    2.16% of the 13F portfolio, value $2,431,515.

    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 16,241 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,280,860.

    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).