Lakeshore Financial Planning, Inc.

Q2 2026 13F Holdings

Location
St. Clair Shores, MI
Holdings as of
6/30/2026
Value ($000)
$310,652
Num holdings
92
Date filed
7/13/2026
Form type
13F-HR
Prev filing
5/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type