Lakeshore Financial Planning, Inc.: EFX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeshore Financial Planning, Inc. on EFX, newest first. How the timeline and the estimate are built.
Lakeshore Financial Planning, Inc. held 0 EFX shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -847 shares
13F-HR 0001172661-26-000989 filed by Lakeshore Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 847 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $217,281.
13F-HR 0001172661-25-004916 filed by Lakeshore Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 847 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $219,686.
13F-HR 0001172661-25-002569 filed by Lakeshore Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 847 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $206,295.
13F-HR 0001172661-25-002098 filed by Lakeshore Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 847 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $215,858.
13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).