Filer · Institutional
Lakeshore Financial Planning,Inc.
CIK 0002000571TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q2 202613F-HR
0001172661-26-002586 · filed 2026-07-13
92
positions
Q1 202613F-HR
0001172661-26-001621 · filed 2026-05-07
85
positions
Q4 202513F-HR
0001172661-26-000989 · filed 2026-02-17
86
positions
Q3 202513F-HR
0001172661-25-004916 · filed 2025-11-14
83
positions
Q2 202513F-HR
0001172661-25-002569 · filed 2025-07-14
77
positions
Q1 202513F-HR
0001172661-25-002098 · filed 2025-05-15
78
positions
Q4 202413F-HR
0001172661-25-000644 · filed 2025-02-11
79
positions
Q3 202413F-HR
0001172661-24-004429 · filed 2024-10-31
74
positions
Q2 202413F-HR
0001172661-24-002902 · filed 2024-07-25
68
positions
Q1 202413F-HR
0001172661-24-002143 · filed 2024-05-10
68
positions
Q4 202313F-HR
0001172661-24-000869 · filed 2024-02-14
62
positions
Q3 202313F-HR
0001172661-23-003965 · filed 2023-11-14
62
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.