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Lakeshore Financial Planning, Inc.: DFUS position timeline

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

Lakeshore Financial Planning, Inc. held 26,354 DFUS 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 26,354 shares
    Change vs previous 13F +37 shares

    0.7% of the 13F portfolio, value $2,159,449.

    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 26,317 shares
    Change vs previous 13F +815 shares

    0.68% of the 13F portfolio, value $1,866,139.

    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 25,502 shares
    Change vs previous 13F -737 shares

    0.68% of the 13F portfolio, value $1,891,484.

    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 26,239 shares
    Change vs previous 13F -2,000 shares

    0.71% of the 13F portfolio, value $1,900,753.

    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 28,239 shares
    Change vs previous 13F +2,265 shares

    0.76% of the 13F portfolio, value $1,892,575.

    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 25,974 shares
    Change vs previous 13F +206 shares

    0.65% of the 13F portfolio, value $1,570,908.

    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 25,768 shares
    Change vs previous 13F +3,567 shares

    0.7% of the 13F portfolio, value $1,642,710.

    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 22,201 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,380,902.

    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).