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Lakeshore Financial Planning, Inc.: IWV position timeline

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

Lakeshore Financial Planning, Inc. held 8,897 IWV 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 8,897 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $3,840,476.

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

  2. period ended2026-06-30
    13F 8,897 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $3,793,679.

    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 8,897 shares
    Change vs previous 13F -209 shares

    1.2% of the 13F portfolio, value $3,297,938.

    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 9,106 shares
    Change vs previous 13F -18 shares

    1.26% of the 13F portfolio, value $3,522,658.

    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 9,124 shares
    Change vs previous 13F -25 shares

    1.28% of the 13F portfolio, value $3,457,449.

    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 9,149 shares
    Change vs previous 13F -30 shares

    1.29% of the 13F portfolio, value $3,211,299.

    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 9,179 shares
    Change vs previous 13F -39 shares

    1.21% of the 13F portfolio, value $2,915,618.

    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 9,218 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,081,117.

    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).