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Lakeshore Financial Planning, Inc.: PULS position timeline

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

Lakeshore Financial Planning, Inc. held 767,769 PULS 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 767,769 shares
    Change vs previous 13F -1,170 shares

    12.25% of the 13F portfolio, value $38,043,087.

    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).

  2. period ended2026-03-31
    13F 768,939 shares
    Change vs previous 13F +11,603 shares

    13.8% of the 13F portfolio, value $38,062,681.

    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 757,336 shares
    Change vs previous 13F +25,174 shares

    13.42% of the 13F portfolio, value $37,556,286.

    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 732,162 shares
    Change vs previous 13F +92,325 shares

    13.54% of the 13F portfolio, value $36,483,691.

    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 639,837 shares
    Change vs previous 13F -66,783 shares

    12.8% of the 13F portfolio, value $31,838,256.

    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 706,620 shares
    Change vs previous 13F +217,392 shares

    14.64% of the 13F portfolio, value $35,140,267.

    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 489,228 shares
    Change vs previous 13F +114,581 shares

    10.34% of the 13F portfolio, value $24,241,335.

    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).

  8. period ended2024-09-30
    13F 374,647 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $18,649,972.

    13F-HR 0001172661-24-004429 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).