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Lakeshore Financial Planning, Inc.: IYW position timeline

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

Lakeshore Financial Planning, Inc. held 19,126 IYW 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 19,126 shares
    Change vs previous 13F -15 shares

    1.57% of the 13F portfolio, value $5,066,261.

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

  2. period ended2026-06-30
    13F 19,141 shares
    Change vs previous 13F +726 shares

    1.55% of the 13F portfolio, value $4,828,660.

    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 18,415 shares
    Change vs previous 13F -336 shares

    1.21% of the 13F portfolio, value $3,341,291.

    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 18,751 shares
    Change vs previous 13F +3,508 shares

    1.34% of the 13F portfolio, value $3,743,973.

    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 15,243 shares
    Change vs previous 13F -964 shares

    1.11% of the 13F portfolio, value $2,985,935.

    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 16,207 shares
    Change vs previous 13F +14,251 shares

    1.13% of the 13F portfolio, value $2,808,289.

    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 1,956 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $274,767.

    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 1,956 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $312,076.

    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).