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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
2023-09-30 $12k 10k 1.15

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding Conifer Holdings

Aegis Financial Corporation
Iat Reinsurance
Vanguard Group
SkyOak Wealt
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Bank of America Corporation

View all funds holding Conifer Holdings