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Disclosery

LifeSteps Financial, Inc.: IJR position timeline

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

LifeSteps Financial, Inc. held 3,496 IJR 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 3,496 shares
    Change vs previous 13F -103 shares

    0.23% of the 13F portfolio, value $475,596.

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

  2. period ended2026-06-30
    13F 3,599 shares
    Change vs previous 13F -156 shares

    0.25% of the 13F portfolio, value $533,768.

    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 3,755 shares
    Change vs previous 13F -66 shares

    0.3% of the 13F portfolio, value $466,784.

    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).

  4. period ended2025-12-31
    13F 3,821 shares
    Change vs previous 13F -49 shares

    0.29% of the 13F portfolio, value $459,208.

    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).

  5. period ended2025-09-30
    13F 3,870 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $459,872.

    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).

  6. period ended2025-06-30
    13F 3,870 shares
    Change vs previous 13F +25 shares

    0.29% of the 13F portfolio, value $422,952.

    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).

  7. period ended2025-03-31
    13F 3,845 shares
    Change vs previous 13F -26 shares

    0.33% of the 13F portfolio, value $402,072.

    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).

  8. period ended2024-12-31
    13F 3,871 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $446,017.

    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).