Lakeshore Financial Planning »

Rocket Cos shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rocket Cos by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 15k 19.38
2025-06-30 $262k 19k 14.18
2025-03-31 $128k 11k 12.07
2024-12-31 $158k 14k 11.26
2024-09-30 $221k 12k 19.19
2024-06-30 $185k 14k 13.70
2024-03-31 $182k 13k 14.55