Position in F
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$276,804
+$41,458 QoQ
Shares Held
19,914
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#970
of 1,730 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $540,099 across 2 Auto Manufacturers names. F ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
This page
|
19,914 | $276,804 | |
| 2 | TSLA |
Tesla, Inc.
|
626 | $263,295 |
All Filings in F
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,804 | 19,914 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $235,346 | 20,394 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $267,241 | 20,369 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $248,337 | 20,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $179,827 | 16,574 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $167,380 | 16,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $268,557 | 27,127 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $317,813 | 30,096 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $418,321 | 33,359 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $445,291 | 33,531 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $412,107 | 33,807 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $450,013 | 36,233 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||