Skip to content
Disclosery

Lakeshore Financial Planning, Inc.: VOO position timeline

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

Lakeshore Financial Planning, Inc. held 33,966 VOO 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 33,966 shares
    Change vs previous 13F -585 shares

    7.38% of the 13F portfolio, value $23,805,690.

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

  2. period ended2026-06-30
    13F 34,551 shares
    Change vs previous 13F +3,748 shares

    7.64% of the 13F portfolio, value $23,731,153.

    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 30,803 shares
    Change vs previous 13F -6,136 shares

    6.67% of the 13F portfolio, value $18,406,874.

    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 36,939 shares
    Change vs previous 13F +1,274 shares

    8.28% of the 13F portfolio, value $23,166,091.

    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 35,665 shares
    Change vs previous 13F -1,408 shares

    8.11% of the 13F portfolio, value $21,841,408.

    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 37,073 shares
    Change vs previous 13F +270 shares

    8.46% of the 13F portfolio, value $21,058,391.

    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 36,803 shares
    Change vs previous 13F -87 shares

    7.88% of the 13F portfolio, value $18,913,781.

    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 36,890 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $19,877,065.

    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).