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Lakeshore Financial Planning, Inc.: DTCR position timeline

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

Lakeshore Financial Planning, Inc. held 50,793 DTCR 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 50,793 shares
    Change vs previous 13F -588 shares

    0.43% of the 13F portfolio, value $1,378,523.

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

  2. period ended2026-06-30
    13F 51,381 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,560,439.

    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 ยง4.2).