Lakeshore Capital Group, Inc.

All 13F Filings

Location
Rolling Meadows, IL
Most recent 13F
Q2 2026
Holdings value ($000)
135,091
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
Q2 2026 7/31/2026 74 135,091 13F-HR Lakeshore Capital Group, Inc.
Q1 2026 4/22/2026 76 122,501 13F-HR Lakeshore Capital Group, Inc.
Q4 2025 1/21/2026 77 124,962 13F-HR Lakeshore Capital Group, Inc.
Q3 2025 10/17/2025 79 123,880 13F-HR Lakeshore Capital Group, Inc.
Q2 2025 7/23/2025 78 112,745 13F-HR Lakeshore Capital Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 62.45 K 46.2% 2.74 K 0 2.74 K
ETFs 69.04 K 51.1% 10.29 K 0 10.29 K
Debt 3.6 K 2.7% 0 443 -443
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
135,091
Holdings
74
QoQ value change ($000)
12,590 (10.3%)
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.