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Disclosery

Lakeshore Financial Planning, Inc.: PFE position timeline

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

Lakeshore Financial Planning, Inc. held 0 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,186 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,186 shares
    Change vs previous 13F -107 shares

    0.1% of the 13F portfolio, value $286,033.

    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).

  3. period ended2025-12-31
    13F 10,293 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $256,304.

    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).

  4. period ended2025-09-30
    13F 10,288 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $262,154.

    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).

  5. period ended2025-06-30
    13F 10,271 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $248,981.

    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).

  6. period ended2025-03-31
    13F 10,285 shares
    Change vs previous 13F -2,058 shares

    0.11% of the 13F portfolio, value $260,639.

    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).

  7. period ended2024-12-31
    13F 12,343 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $327,488.

    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).