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Lakeshore Financial Planning, Inc.: DFAT position timeline

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

Lakeshore Financial Planning, Inc. held 128,433 DFAT 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 128,433 shares
    Change vs previous 13F -1,432 shares

    2.89% of the 13F portfolio, value $8,977,614.

    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).

  2. period ended2026-03-31
    13F 129,865 shares
    Change vs previous 13F +6,793 shares

    2.94% of the 13F portfolio, value $8,110,195.

    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).

  3. period ended2025-12-31
    13F 123,072 shares
    Change vs previous 13F -839 shares

    2.62% of the 13F portfolio, value $7,327,711.

    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).

  4. period ended2025-09-30
    13F 123,911 shares
    Change vs previous 13F +761 shares

    2.68% of the 13F portfolio, value $7,212,971.

    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).

  5. period ended2025-06-30
    13F 123,150 shares
    Change vs previous 13F -6,064 shares

    2.67% of the 13F portfolio, value $6,645,153.

    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).

  6. period ended2025-03-31
    13F 129,214 shares
    Change vs previous 13F -148,705 shares

    2.77% of the 13F portfolio, value $6,653,316.

    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).

  7. period ended2024-12-31
    13F 277,919 shares
    Change vs previous 13F -2,363 shares

    6.6% of the 13F portfolio, value $15,469,068.

    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).

  8. period ended2024-09-30
    13F 280,282 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $15,592,124.

    13F-HR 0001172661-24-004429 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).