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Lakeshore Financial Planning, Inc.: VHT position timeline

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

Lakeshore Financial Planning, Inc. held 51,081 VHT 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 51,081 shares
    Change vs previous 13F -376 shares

    5.01% of the 13F portfolio, value $16,145,917.

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

  2. period ended2026-06-30
    13F 51,457 shares
    Change vs previous 13F -5,134 shares

    4.95% of the 13F portfolio, value $15,386,367.

    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 56,591 shares
    Change vs previous 13F +462 shares

    5.59% of the 13F portfolio, value $15,411,746.

    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 56,129 shares
    Change vs previous 13F +1,220 shares

    5.77% of the 13F portfolio, value $16,156,860.

    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 54,909 shares
    Change vs previous 13F +1,243 shares

    5.29% of the 13F portfolio, value $14,254,454.

    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 53,666 shares
    Change vs previous 13F +2,176 shares

    5.36% of the 13F portfolio, value $13,327,373.

    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 51,490 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $13,631,051.

    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).