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Lakeshore Financial Planning, Inc.: XLF position timeline

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

Lakeshore Financial Planning, Inc. held 431,667 XLF 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 431,667 shares
    Change vs previous 13F -1,121 shares

    7.15% of the 13F portfolio, value $23,051,062.

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

  2. period ended2026-06-30
    13F 432,788 shares
    Change vs previous 13F +1,065 shares

    7.47% of the 13F portfolio, value $23,201,912.

    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 431,723 shares
    Change vs previous 13F +3,043 shares

    7.73% of the 13F portfolio, value $21,314,380.

    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 428,680 shares
    Change vs previous 13F +4,736 shares

    8.39% of the 13F portfolio, value $23,478,819.

    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 423,944 shares
    Change vs previous 13F +4,993 shares

    8.48% of the 13F portfolio, value $22,837,957.

    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 418,951 shares
    Change vs previous 13F +8,532 shares

    8.82% of the 13F portfolio, value $21,940,489.

    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 410,419 shares
    Change vs previous 13F -3,072 shares

    8.51% of the 13F portfolio, value $20,443,068.

    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 413,491 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $19,984,148.

    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).