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Manager record

Lakeshore Financial Planning, Inc.

St. Clair Shores, MI · CIK 2000571 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$322.51MReported 13F valueQ3 2026 · as filed
97Holdings listed
+3.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $248.8M$248.8MQ2 202577 holdingsQ3 2025: $269.4M$269.4MQ3 202583 holdingsQ4 2025: $279.9M$279.9MQ4 202586 holdingsQ1 2026: $275.8M$275.8MQ1 202685 holdingsQ2 2026: $310.7M$310.7MQ2 202692 holdingsQ3 2026: $322.5M$322.5MQ3 202697 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$322.51M · 97 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$310.65M · 92 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$275.85M · 85 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$279.86M · 86 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$269.44M · 83 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$248.82M · 77 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology