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Disclosery

Lakeshore Financial Planning, Inc.: SPYM position timeline

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

Lakeshore Financial Planning, Inc. held 3,426 SPYM 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 3,426 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $307,518.

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

  2. period ended2026-06-30
    13F 3,426 shares
    Change vs previous 13F +713 shares

    0.1% of the 13F portfolio, value $301,077.

    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 2,713 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $207,653.

    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 2,713 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $217,637.

    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).