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Lakeshore Financial Planning, Inc.: RSP position timeline

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

Lakeshore Financial Planning, Inc. held 36,551 RSP 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 36,551 shares
    Change vs previous 13F -996 shares

    2.36% of the 13F portfolio, value $7,603,331.

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

  2. period ended2026-06-30
    13F 37,547 shares
    Change vs previous 13F -408 shares

    2.57% of the 13F portfolio, value $7,989,027.

    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 37,955 shares
    Change vs previous 13F +16 shares

    2.64% of the 13F portfolio, value $7,284,404.

    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 37,939 shares
    Change vs previous 13F -1,548 shares

    2.6% of the 13F portfolio, value $7,267,566.

    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 39,487 shares
    Change vs previous 13F -864 shares

    2.78% of the 13F portfolio, value $7,490,776.

    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 40,351 shares
    Change vs previous 13F -430 shares

    2.95% of the 13F portfolio, value $7,333,348.

    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 40,781 shares
    Change vs previous 13F -5,104 shares

    2.94% of the 13F portfolio, value $7,064,559.

    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 45,885 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $8,040,496.

    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).