Lakeshore Financial Planning, Inc.
Position in KMB — Kimberly Clark Corp
CIK 2000571
St. Clair Shores, MI
Position in KMB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$210,979
-$23,792 QoQ
Shares Held
2,187
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $411,325 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,805 | $411,325 |
All Filings in KMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,979 | 2,187 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $234,771 | 2,327 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $295,058 | 2,373 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,669 | 2,371 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $337,203 | 2,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $310,695 | 2,371 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $337,345 | 2,371 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $308,324 | 2,231 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $302,032 | 2,335 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $283,604 | 2,334 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,822 | 2,332 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||