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Disclosery

LifeSteps Financial, Inc.: ADP position timeline

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

LifeSteps Financial, Inc. held 4,197 ADP 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 4,197 shares
    Change vs previous 13F -50 shares

    0.44% of the 13F portfolio, value $939,972.

    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 4,247 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $862,954.

    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 4,247 shares
    Change vs previous 13F -17 shares

    0.7% of the 13F portfolio, value $1,092,517.

    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 4,264 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,251,554.

    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 4,264 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,315,091.

    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 4,264 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,302,853.

    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 4,264 shares
    Change vs previous 13F -15 shares

    0.96% of the 13F portfolio, value $1,248,271.

    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 4,279 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,184,194.

    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).