Lakeshore Financial Planning, Inc. SEC EDGAR Filings (CIK 0002000571)

SEC EDGAR filings, ownership reports, and insider transactions for Lakeshore Financial Planning, Inc..

Business address
23201 Jefferson, St. Clair Shores, MI, 48080
Top securities (13F)
IVV, PULS, XLF, VOO, DFLV, VHT, MSFT, SCHD, AAPL, RSP, DFAT, IJR, QQQ, IWV, DFIV, IYW, JPM, IVW, IJH, and IWM
State of incorporation
MI
Fiscal year end
31 December
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Lakeshore Financial Planning, Inc. has filed 11 SEC EDGAR filings since 14 Nov 2023

Latest Filings

Recent SEC filings for Lakeshore Financial Planning, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-23446
N-PX Open N-PX document View SEC filing for N-PX 14 Jul 2025 30 Jun 2025 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2025 30 Jun 2025 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2024 30 Sep 2024 028-23446
N-PX Open N-PX document View SEC filing for N-PX 26 Jul 2024 30 Jun 2024 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2024 30 Jun 2024 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2024 31 Mar 2024 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-23446
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-23446

About this filer

Lakeshore Financial Planning, Inc. files with the SEC under CIK 0002000571. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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