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Lakeshore Financial Planning, Inc. → CCC
Lakeshore Financial Planning, Inc. CCC Position History
CCC Intelligent Solutions Holdings Inc. • Technology
Quarters held
5
Latest value
$390K
Q3 2026
Peak value
$908K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $908K |
| Q4 2025 | $465K |
| Q1 2026 | $351K |
| Q2 2026 | $302K |
| Q3 2026 | $390K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $390K | 58.5K | — | — |
| Q2 2026 | $302K | 58.5K | — | — |
| Q1 2026 | $351K | 58.5K | — | — |
| Q4 2025 | $465K | 58.5K | — | — |
| Q3 2025 | $908K | 99.6K | — | — |