Lakeshore Financial Planning, Inc.: DAL position timeline

Lakeshore Financial Planning, Inc. held 5,051 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,051 shares

   Change vs previous 13F +516 shares

   0.15% of the 13F portfolio, value $473,134.

   13F-HR 0001172661-26-002586 filed by Lakeshore Financial Planning, Inc.
   Filed 2026-07-13 (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 4,535 shares

   Change vs previous 13F +2 shares

   0.11% of the 13F portfolio, value $301,530.

   13F-HR 0001172661-26-001621 filed by Lakeshore Financial Planning, Inc.
   Filed 2026-05-07 (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 4,533 shares

   Change vs previous 13F +3 shares

   0.11% of the 13F portfolio, value $314,608.

   13F-HR 0001172661-26-000989 filed by Lakeshore Financial Planning, Inc.
   Filed 2026-02-17 (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 4,530 shares

   Change vs previous 13F +2 shares

   0.1% of the 13F portfolio, value $257,111.

   13F-HR 0001172661-25-004916 filed by Lakeshore Financial Planning, Inc.
   Filed 2025-11-14 (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 4,528 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $222,687.

   13F-HR 0001172661-25-002569 filed by Lakeshore Financial Planning, Inc.
   Filed 2025-07-14 (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).