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Disclosery

LifeSteps Financial, Inc.: IWM position timeline

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

LifeSteps Financial, Inc. held 11,702 IWM 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 11,702 shares
    Change vs previous 13F +268 shares

    1.64% of the 13F portfolio, value $3,516,006.

    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 11,434 shares
    Change vs previous 13F -506 shares

    1.8% of the 13F portfolio, value $2,835,713.

    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 11,940 shares
    Change vs previous 13F -308 shares

    1.88% of the 13F portfolio, value $2,939,078.

    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 12,248 shares
    Change vs previous 13F -67 shares

    1.9% of the 13F portfolio, value $2,963,452.

    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 12,315 shares
    Change vs previous 13F +104 shares

    1.83% of the 13F portfolio, value $2,657,501.

    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 12,211 shares
    Change vs previous 13F -143 shares

    1.98% of the 13F portfolio, value $2,435,929.

    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 12,354 shares
    Change vs previous 13F -51 shares

    2.09% of the 13F portfolio, value $2,729,686.

    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 12,405 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,740,136.

    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).