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Lakeshore Financial Planning, Inc.: IVV position timeline

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

Lakeshore Financial Planning, Inc. held 80,686 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,686 shares
    Change vs previous 13F +10,500 shares

    19.45% of the 13F portfolio, value $60,428,902.

    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).

  2. period ended2026-03-31
    13F 70,186 shares
    Change vs previous 13F -12,557 shares

    16.62% of the 13F portfolio, value $45,849,589.

    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).

  3. period ended2025-12-31
    13F 82,743 shares
    Change vs previous 13F +404 shares

    20.25% of the 13F portfolio, value $56,674,763.

    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).

  4. period ended2025-09-30
    13F 82,339 shares
    Change vs previous 13F +392 shares

    20.45% of the 13F portfolio, value $55,113,103.

    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).

  5. period ended2025-06-30
    13F 81,947 shares
    Change vs previous 13F +3,038 shares

    20.45% of the 13F portfolio, value $50,879,896.

    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).

  6. period ended2025-03-31
    13F 78,909 shares
    Change vs previous 13F +2,450 shares

    18.47% of the 13F portfolio, value $44,341,757.

    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).

  7. period ended2024-12-31
    13F 76,459 shares
    Change vs previous 13F +2,986 shares

    19.2% of the 13F portfolio, value $45,012,744.

    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).

  8. period ended2024-09-30
    13F 73,473 shares
    Change vs previous 13F not available

    18.67% of the 13F portfolio, value $42,384,341.

    13F-HR 0001172661-24-004429 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).