Lakeshore Financial Planning, Inc.

CIK 0002000571 • 6 13F filings • May 15, 2025 – Jul 13, 2026

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Filer information

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Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004495	—	View
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000989	$279.9M	View
Nov 14, 2025