Skip to content
Disclosery

Lakeshore Financial Planning, Inc.: KO position timeline

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

Lakeshore Financial Planning, Inc. held 10,255 KO 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 10,255 shares
    Change vs previous 13F -121 shares

    0.27% of the 13F portfolio, value $882,689.

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

  2. period ended2026-06-30
    13F 10,376 shares
    Change vs previous 13F -253 shares

    0.27% of the 13F portfolio, value $843,451.

    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 10,629 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $808,545.

    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 10,632 shares
    Change vs previous 13F -298 shares

    0.27% of the 13F portfolio, value $743,265.

    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 10,930 shares
    Change vs previous 13F -387 shares

    0.27% of the 13F portfolio, value $725,059.

    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 11,317 shares
    Change vs previous 13F -375 shares

    0.32% of the 13F portfolio, value $800,622.

    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 11,692 shares
    Change vs previous 13F -210 shares

    0.35% of the 13F portfolio, value $837,536.

    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 11,902 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $741,153.

    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).