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Conifer Holdings shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Conifer Holdings (CNFR) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Conifer Holdings

Tip: Access up to 7 years of quarterly data

All positions including Conifer Holdings held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Conifer Holdings by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 10k 1.09
2024-06-30 $7.7k 10k 0.75
2024-03-31 $12k 10k 1.13
2023-09-30 $12k 10k 1.15

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View all positions for Lakeshore Financial Planning

Top funds holding Conifer Holdings

Aegis Financial Corporation
Iat Reinsurance
Vanguard Group
Geode Capital Management
SkyOak Wealt
Bridgeway Capital Management
Lakeshore Financial Planning
Tower Research Capital
Morgan Stanley
Capital Advisors
Bank of America Corporation
Jpmorgan Chase & Co

View all funds holding Conifer Holdings