Lakeshore Capital Group, Inc.
All 13F Filings
- Location
- Rolling Meadows, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,501
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 59.71 K | 48.7% | 0 | 32.72 K | -32.72 K |
| ETFs | 58.75 K | 48.0% | 30.7 K | 0 | 30.7 K |
| Debt | 4.043 K | 3.3% | 0 | 433 | -433 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
122,501
Holdings
76
QoQ value change ($000)
-2,461
(-2.0%)
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.