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Disclosery

LifeSteps Financial, Inc.: IJS position timeline

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

LifeSteps Financial, Inc. held 27,480 IJS 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 27,480 shares
    Change vs previous 13F +3,239 shares

    1.75% of the 13F portfolio, value $3,755,986.

    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 24,241 shares
    Change vs previous 13F +4,132 shares

    1.82% of the 13F portfolio, value $2,871,346.

    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 20,109 shares
    Change vs previous 13F -37 shares

    1.46% of the 13F portfolio, value $2,286,795.

    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 20,146 shares
    Change vs previous 13F -1,365 shares

    1.43% of the 13F portfolio, value $2,227,933.

    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 21,511 shares
    Change vs previous 13F +930 shares

    1.47% of the 13F portfolio, value $2,140,173.

    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 20,581 shares
    Change vs previous 13F +1,086 shares

    1.63% of the 13F portfolio, value $2,006,190.

    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 19,495 shares
    Change vs previous 13F +767 shares

    1.62% of the 13F portfolio, value $2,117,347.

    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 18,728 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,016,283.

    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).