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Lakeshore Financial Planning, Inc.: IJH position timeline

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

Lakeshore Financial Planning, Inc. held 41,751 IJH 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 41,751 shares
    Change vs previous 13F +5,667 shares

    0.93% of the 13F portfolio, value $3,003,982.

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

  2. period ended2026-06-30
    13F 36,084 shares
    Change vs previous 13F +1 shares

    0.9% of the 13F portfolio, value $2,782,454.

    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 36,083 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,436,729.

    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 36,083 shares
    Change vs previous 13F -901 shares

    0.85% of the 13F portfolio, value $2,381,484.

    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).

  5. period ended2025-09-30
    13F 36,984 shares
    Change vs previous 13F -255 shares

    0.9% of the 13F portfolio, value $2,413,576.

    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 37,239 shares
    Change vs previous 13F -215 shares

    0.93% of the 13F portfolio, value $2,309,569.

    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 37,454 shares
    Change vs previous 13F -494 shares

    0.91% of the 13F portfolio, value $2,185,441.

    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 37,948 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,364,540.

    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).