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Disclosery

Lakeshore Financial Planning, Inc.: AFL position timeline

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

Lakeshore Financial Planning, Inc. held 3,276 AFL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,276 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $366,200.

    13F-HR 0001172661-26-004495 filed by Lakeshore Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,272 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $383,842.

    13F-HR 0001172661-26-002586 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,270 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $358,892.

    13F-HR 0001172661-26-001621 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,269 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $360,459.

    13F-HR 0001172661-26-000989 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,266 shares
    Change vs previous 13F -345 shares

    0.14% of the 13F portfolio, value $364,874.

    13F-HR 0001172661-25-004916 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,611 shares
    Change vs previous 13F -187 shares

    0.15% of the 13F portfolio, value $380,813.

    13F-HR 0001172661-25-002569 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,798 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $422,445.

    13F-HR 0001172661-25-002098 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,804 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $393,567.

    13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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