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Lakeshore Financial Planning, Inc.: IWM position timeline

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

Lakeshore Financial Planning, Inc. held 9,542 IWM 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 9,542 shares
    Change vs previous 13F +1,438 shares

    0.82% of the 13F portfolio, value $2,651,723.

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

  2. period ended2026-06-30
    13F 8,104 shares
    Change vs previous 13F -187 shares

    0.78% of the 13F portfolio, value $2,435,040.

    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 8,291 shares
    Change vs previous 13F +174 shares

    0.75% of the 13F portfolio, value $2,056,191.

    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 8,117 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $1,998,063.

    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 8,116 shares
    Change vs previous 13F -396 shares

    0.73% of the 13F portfolio, value $1,963,919.

    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 8,512 shares
    Change vs previous 13F -23 shares

    0.74% of the 13F portfolio, value $1,836,783.

    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 8,535 shares
    Change vs previous 13F -802 shares

    0.71% of the 13F portfolio, value $1,702,673.

    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 9,337 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,063,256.

    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).