Lakeshore Capital Group, Inc.: XLU position timeline

Lakeshore Capital Group, Inc. held 74,721 XLU 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 74,721 shares

   Change vs previous 13F +2,239 shares

   2.51% of the 13F portfolio, value $3,387,871.

   13F-HR 0002057465-26-000003 filed by Lakeshore Capital Group, Inc.
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 72,482 shares

   Change vs previous 13F +750 shares

   2.72% of the 13F portfolio, value $3,326,180.

   13F-HR 0002057465-26-000002 filed by Lakeshore Capital Group, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 71,732 shares

   Change vs previous 13F +38,631 shares

   2.45% of the 13F portfolio, value $3,062,227.

   13F-HR 0002057465-26-000001 filed by Lakeshore Capital Group, Inc.
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,101 shares

   Change vs previous 13F +29,222 shares

   2.33% of the 13F portfolio, value $2,886,742.

   13F-HR 0002057465-25-000002 filed by Lakeshore Capital Group, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,879 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $316,777.

   13F-HR 0001085146-25-004056 filed by Lakeshore Capital Group, Inc.
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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