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Disclosery

LifeSteps Financial, Inc.: IJH position timeline

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

LifeSteps Financial, Inc. held 84,255 IJH 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 84,255 shares
    Change vs previous 13F +15,199 shares

    3.03% of the 13F portfolio, value $6,496,908.

    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 69,056 shares
    Change vs previous 13F +5,559 shares

    2.95% of the 13F portfolio, value $4,663,319.

    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 63,497 shares
    Change vs previous 13F -1,748 shares

    2.68% of the 13F portfolio, value $4,190,779.

    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 65,245 shares
    Change vs previous 13F -1,220 shares

    2.73% of the 13F portfolio, value $4,257,879.

    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 66,465 shares
    Change vs previous 13F +189 shares

    2.83% of the 13F portfolio, value $4,122,150.

    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 66,276 shares
    Change vs previous 13F +169 shares

    3.14% of the 13F portfolio, value $3,867,231.

    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 66,107 shares
    Change vs previous 13F -818 shares

    3.16% of the 13F portfolio, value $4,119,110.

    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 66,925 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $4,170,750.

    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).