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Disclosery

LifeSteps Financial, Inc.: EMR position timeline

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

LifeSteps Financial, Inc. held 5,734 EMR 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 5,734 shares
    Change vs previous 13F -5 shares

    0.38% of the 13F portfolio, value $820,850.

    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 5,739 shares
    Change vs previous 13F -11 shares

    0.48% of the 13F portfolio, value $751,924.

    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 5,750 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $763,140.

    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 5,750 shares
    Change vs previous 13F -34 shares

    0.48% of the 13F portfolio, value $754,285.

    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 5,784 shares
    Change vs previous 13F +35 shares

    0.53% of the 13F portfolio, value $771,181.

    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 5,749 shares
    Change vs previous 13F -46 shares

    0.51% of the 13F portfolio, value $630,320.

    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 5,795 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $718,174.

    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 5,795 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $633,799.

    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).