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Disclosery

LifeSteps Financial, Inc.: DFAX position timeline

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

LifeSteps Financial, Inc. held 87,356 DFAX 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 87,356 shares
    Change vs previous 13F +49,073 shares

    1.5% of the 13F portfolio, value $3,218,195.

    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 38,283 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,300,474.

    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).