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Lake Shore Ban shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Lake Shore Ban (LSBK) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Lake Shore Ban

Tip: Access up to 7 years of quarterly data

All positions including Lake Shore Ban held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lake Shore Ban by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 32k 11.60
2023-12-31 $370k 32k 11.75
2023-09-30 $243k 25k 9.94
2023-06-30 $264k 25k 10.77
2023-03-31 $245k 22k 11.27

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding Lake Shore Ban

Stilwell Value
HBK Sorce Advisory
Vanguard Group
Global Retirement Partners
Minerva Advisors
Dimensional Fund Advisors
Context BH Capital Management
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Capital Advisors

View all funds holding Lake Shore Ban