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Disclosery

LifeSteps Financial, Inc.: IVE position timeline

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

LifeSteps Financial, Inc. held 1,516 IVE 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 1,516 shares
    Change vs previous 13F +503 shares

    0.16% of the 13F portfolio, value $344,223.

    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 1,013 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $213,895.

    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 1,071 shares
    Change vs previous 13F +89 shares

    0.15% of the 13F portfolio, value $227,127.

    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 982 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $202,793.

    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).