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Lakeshore Financial Planning, Inc.: SOFI position timeline

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

Lakeshore Financial Planning, Inc. held 88,432 SOFI 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 88,432 shares
    Change vs previous 13F +10,005 shares

    0.43% of the 13F portfolio, value $1,390,151.

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

  2. period ended2026-06-30
    13F 78,427 shares
    Change vs previous 13F -13,850 shares

    0.45% of the 13F portfolio, value $1,406,198.

    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 92,277 shares
    Change vs previous 13F +50,812 shares

    0.53% of the 13F portfolio, value $1,465,359.

    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 41,465 shares
    Change vs previous 13F +8,900 shares

    0.39% of the 13F portfolio, value $1,085,554.

    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 32,565 shares
    Change vs previous 13F -3,950 shares

    0.32% of the 13F portfolio, value $860,367.

    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 36,515 shares
    Change vs previous 13F -17,200 shares

    0.27% of the 13F portfolio, value $664,938.

    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 53,715 shares
    Change vs previous 13F -16,000 shares

    0.26% of the 13F portfolio, value $624,705.

    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 69,715 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,073,611.

    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).