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Lakeshore Financial Planning, Inc.: DFLV position timeline

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

Lakeshore Financial Planning, Inc. held 770,614 DFLV 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 770,614 shares
    Change vs previous 13F +3,501 shares

    9.6% of the 13F portfolio, value $30,955,568.

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

  2. period ended2026-06-30
    13F 767,113 shares
    Change vs previous 13F -164,476 shares

    9.76% of the 13F portfolio, value $30,331,720.

    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 931,589 shares
    Change vs previous 13F +415,211 shares

    12.06% of the 13F portfolio, value $33,267,141.

    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 516,378 shares
    Change vs previous 13F -1,609 shares

    6.31% of the 13F portfolio, value $17,665,278.

    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 517,987 shares
    Change vs previous 13F +10,033 shares

    6.32% of the 13F portfolio, value $17,041,820.

    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 507,954 shares
    Change vs previous 13F -89,868 shares

    6.33% of the 13F portfolio, value $15,756,730.

    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 597,822 shares
    Change vs previous 13F +13,336 shares

    7.61% of the 13F portfolio, value $18,275,456.

    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 584,486 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $17,552,134.

    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).