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Lakeshore Financial Planning, Inc.: IJR position timeline

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

Lakeshore Financial Planning, Inc. held 41,524 IJR 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 41,524 shares
    Change vs previous 13F +496 shares

    1.75% of the 13F portfolio, value $5,648,979.

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

  2. period ended2026-06-30
    13F 41,028 shares
    Change vs previous 13F +577 shares

    1.96% of the 13F portfolio, value $6,085,472.

    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 40,451 shares
    Change vs previous 13F +2,619 shares

    1.82% of the 13F portfolio, value $5,028,900.

    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 37,832 shares
    Change vs previous 13F +358 shares

    1.62% of the 13F portfolio, value $4,546,843.

    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 37,474 shares
    Change vs previous 13F +1,396 shares

    1.65% of the 13F portfolio, value $4,453,194.

    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 36,078 shares
    Change vs previous 13F +182 shares

    1.58% of the 13F portfolio, value $3,942,964.

    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 35,896 shares
    Change vs previous 13F -3,347 shares

    1.56% of the 13F portfolio, value $3,753,832.

    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 39,243 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $4,521,757.

    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).