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Lakeshore Capital Group, Inc.: IYZ position timeline

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

Lakeshore Capital Group, Inc. held 30,527 IYZ 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 30,527 shares
    Change vs previous 13F -76 shares

    0.96% of the 13F portfolio, value $1,291,587.

    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 30,603 shares
    Change vs previous 13F -300 shares

    0.98% of the 13F portfolio, value $1,203,294.

    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 30,903 shares
    Change vs previous 13F -252 shares

    0.84% of the 13F portfolio, value $1,047,610.

    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 31,155 shares
    Change vs previous 13F +296 shares

    0.81% of the 13F portfolio, value $1,005,052.

    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 30,859 shares
    Change vs previous 13F -2,129 shares

    0.82% of the 13F portfolio, value $918,990.

    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 32,988 shares
    Change vs previous 13F -1,320 shares

    0.87% of the 13F portfolio, value $903,537.

    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 34,308 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $920,489.

    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).