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Conifer Holdings shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Conifer Holdings (PRHI) 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
2025-09-30 $12k 10k 1.22
2025-06-30 $7.4k 10k 0.73
2025-03-31 $5.2k 10k 0.51
2024-12-31 $12k 10k 1.17
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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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Conifer Holdings

Iat Reinsurance
Nemes Rush Group
Geode Capital Management
Renaissance Technologies
Jane Street
Vanguard Group
SkyOak Wealt
Lakeshore Financial Planning
Tower Research Capital
Advisor Group Holdings
CoreCap Advisors
UBS Group
SBI Securities

View all funds holding Conifer Holdings