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Lakeshore Financial Planning, Inc.: F position timeline

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

Lakeshore Financial Planning, Inc. held 19,649 F 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 19,649 shares
    Change vs previous 13F -265 shares

    0.07% of the 13F portfolio, value $236,978.

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

  2. period ended2026-06-30
    13F 19,914 shares
    Change vs previous 13F -480 shares

    0.09% of the 13F portfolio, value $276,839.

    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 20,394 shares
    Change vs previous 13F +25 shares

    0.09% of the 13F portfolio, value $235,355.

    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 20,369 shares
    Change vs previous 13F -395 shares

    0.1% of the 13F portfolio, value $267,236.

    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 20,764 shares
    Change vs previous 13F +4,190 shares

    0.09% of the 13F portfolio, value $248,360.

    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 16,574 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $179,830.

    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 16,688 shares
    Change vs previous 13F -10,439 shares

    0.07% of the 13F portfolio, value $167,396.

    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 27,127 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $268,565.

    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).