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Disclosery

LifeSteps Financial, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeSteps Financial, Inc. on AAPL, newest first. How the timeline and the estimate are built.

LifeSteps Financial, Inc. held 28,528 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,528 shares
    Change vs previous 13F +881 shares

    3.85% of the 13F portfolio, value $8,254,737.

    13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,647 shares
    Change vs previous 13F -45 shares

    4.44% of the 13F portfolio, value $7,016,608.

    13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,692 shares
    Change vs previous 13F -3,057 shares

    4.82% of the 13F portfolio, value $7,528,299.

    13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,749 shares
    Change vs previous 13F -1,008 shares

    5.03% of the 13F portfolio, value $7,829,649.

    13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,757 shares
    Change vs previous 13F +578 shares

    4.48% of the 13F portfolio, value $6,515,547.

    13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,179 shares
    Change vs previous 13F -3,101 shares

    5.62% of the 13F portfolio, value $6,925,715.

    13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,280 shares
    Change vs previous 13F +1,301 shares

    6.59% of the 13F portfolio, value $8,584,347.

    13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,979 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $7,683,991.

    13F-HR 0001801373-24-000005 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).