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Disclosery

LifeSteps Financial, Inc.: DFLV position timeline

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

LifeSteps Financial, Inc. held 51,898 DFLV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,898 shares
    Change vs previous 13F -1,675 shares

    0.99% of the 13F portfolio, value $2,084,743.

    13F-HR 0001801373-26-000005 filed by LifeSteps Financial, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,573 shares
    Change vs previous 13F +25,134 shares

    0.99% of the 13F portfolio, value $2,118,276.

    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).

  3. period ended2026-03-31
    13F 28,439 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,015,557.

    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).