Lakeshore Financial Planning, Inc.
All 13F Filings
- Location
- St. Clair Shores, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 322,510
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 97 | 322,510 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q2 2026 | 7/13/2026 | 92 | 310,652 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q1 2026 | 5/7/2026 | 85 | 275,848 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q4 2025 | 2/17/2026 | 86 | 279,865 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q3 2025 | 11/14/2025 | 83 | 269,443 | 13F-HR | Lakeshore Financial Planning, Inc. |
| Q2 2025 | 7/14/2025 | 77 | 248,822 | 13F-HR | Lakeshore Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.43 K | 15.6% | 3.757 K | 0 | 3.757 K |
| ETFs | 272.1 K | 84.4% | 8.098 K | 0 | 8.098 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
322,510
Holdings
97
QoQ value change ($000)
11,858
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.