Skip to content
Disclosery

Lakeshore Financial Planning, Inc.: VIG position timeline

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

Lakeshore Financial Planning, Inc. held 1,950 VIG 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 1,950 shares
    Change vs previous 13F +62 shares

    0.14% of the 13F portfolio, value $454,897.

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

  2. period ended2026-06-30
    13F 1,888 shares
    Change vs previous 13F +193 shares

    0.14% of the 13F portfolio, value $446,872.

    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 1,695 shares
    Change vs previous 13F +451 shares

    0.13% of the 13F portfolio, value $364,605.

    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 1,244 shares
    Change vs previous 13F +46 shares

    0.1% of the 13F portfolio, value $273,446.

    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 1,198 shares
    Change vs previous 13F +81 shares

    0.1% of the 13F portfolio, value $258,516.

    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 1,117 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $228,616.

    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 1,067 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $206,987.

    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).