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Lakeshore Financial Planning, Inc.: DTE position timeline

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

Lakeshore Financial Planning, Inc. held 6,024 DTE 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 6,024 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $733,687.

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

  2. period ended2026-06-30
    13F 6,023 shares
    Change vs previous 13F +139 shares

    0.3% of the 13F portfolio, value $917,905.

    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 5,884 shares
    Change vs previous 13F +131 shares

    0.31% of the 13F portfolio, value $860,593.

    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 5,753 shares
    Change vs previous 13F +5 shares

    0.27% of the 13F portfolio, value $742,006.

    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 5,748 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $813,171.

    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 5,747 shares
    Change vs previous 13F +6 shares

    0.31% of the 13F portfolio, value $761,149.

    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 5,741 shares
    Change vs previous 13F -11 shares

    0.33% of the 13F portfolio, value $794,066.

    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 5,752 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $694,799.

    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).