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Lakeshore Financial Planning, Inc.: IVW position timeline

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

Lakeshore Financial Planning, Inc. held 23,913 IVW 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 23,913 shares
    Change vs previous 13F +312 shares

    1.05% of the 13F portfolio, value $3,401,867.

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

  2. period ended2026-06-30
    13F 23,601 shares
    Change vs previous 13F +1,504 shares

    1.04% of the 13F portfolio, value $3,245,847.

    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 22,097 shares
    Change vs previous 13F -625 shares

    0.91% of the 13F portfolio, value $2,499,393.

    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 22,722 shares
    Change vs previous 13F +1,194 shares

    1% of the 13F portfolio, value $2,800,716.

    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 21,528 shares
    Change vs previous 13F -715 shares

    0.96% of the 13F portfolio, value $2,598,860.

    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 22,243 shares
    Change vs previous 13F +9,439 shares

    0.98% of the 13F portfolio, value $2,448,956.

    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 12,804 shares
    Change vs previous 13F +2,049 shares

    0.5% of the 13F portfolio, value $1,188,595.

    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 10,755 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,091,955.

    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).