Skip to content
Disclosery

Lakeshore Financial Planning, Inc.: NVDA position timeline

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

Lakeshore Financial Planning, Inc. held 4,440 NVDA 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 4,440 shares
    Change vs previous 13F +97 shares

    0.31% of the 13F portfolio, value $1,014,048.

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

  2. period ended2026-06-30
    13F 4,343 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $869,026.

    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 4,343 shares
    Change vs previous 13F -1,350 shares

    0.27% of the 13F portfolio, value $757,427.

    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 5,693 shares
    Change vs previous 13F +1,019 shares

    0.38% of the 13F portfolio, value $1,061,755.

    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 4,674 shares
    Change vs previous 13F -976 shares

    0.32% of the 13F portfolio, value $872,081.

    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 5,650 shares
    Change vs previous 13F +1,934 shares

    0.36% of the 13F portfolio, value $892,649.

    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 3,716 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $402,742.

    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 3,916 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $525,882.

    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).