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Lakeshore Financial Planning, Inc.: IWF position timeline

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

Lakeshore Financial Planning, Inc. held 3,520 IWF 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 3,520 shares
    Change vs previous 13F +412 shares

    0.14% of the 13F portfolio, value $440,915.

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

  2. period ended2026-06-30
    13F 3,108 shares
    Change vs previous 13F +2,331 shares

    0.12% of the 13F portfolio, value $385,920.

    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 777 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $331,313.

    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 777 shares
    Change vs previous 13F -102 shares

    0.13% of the 13F portfolio, value $367,754.

    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 879 shares
    Change vs previous 13F -15 shares

    0.15% of the 13F portfolio, value $411,732.

    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 894 shares
    Change vs previous 13F +102 shares

    0.15% of the 13F portfolio, value $379,574.

    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 792 shares
    Change vs previous 13F -59 shares

    0.12% of the 13F portfolio, value $285,983.

    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 851 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $341,745.

    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).