Lakeshore Financial Planning, Inc.

Q4 2025 13F Holdings

Location
St. Clair Shores, MI
Holdings as of
12/31/2025
Value ($000)
$279,865
Num holdings
86
Date filed
2/17/2026
Form type
13F-HR
Prev filing
11/14/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type