Lakeshore Financial Planning, Inc.
Position in CCC — CCC Intelligent Solutions Holdings Inc.
CIK 2000571
St. Clair Shores, MI
Position in CCC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$301,963
-$49,157 QoQ
Shares Held
58,520
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#176
of 350 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $301,963 across 1 Software - Application name. CCC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCC |
CCC Intelligent Solutions Holdings Inc.
This page
|
58,520 | $301,963 |
All Filings in CCC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,963 | 58,520 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $351,120 | 58,520 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $465,234 | 58,520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $907,538 | 99,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $937,424 | 99,620 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $899,568 | 99,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,168,542 | 99,620 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,285,336 | 116,320 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,292,315 | 116,320 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,391,187 | 116,320 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,324,884 | 116,320 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,819,872 | 136,320 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||