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Disclosery

LifeSteps Financial, Inc.: MA position timeline

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

LifeSteps Financial, Inc. held 1,679 MA 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 1,679 shares
    Change vs previous 13F +428 shares

    0.4% of the 13F portfolio, value $862,359.

    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 1,251 shares
    Change vs previous 13F -6 shares

    0.4% of the 13F portfolio, value $625,009.

    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 1,257 shares
    Change vs previous 13F +12 shares

    0.46% of the 13F portfolio, value $717,427.

    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 1,245 shares
    Change vs previous 13F +4 shares

    0.45% of the 13F portfolio, value $707,921.

    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 1,241 shares
    Change vs previous 13F +129 shares

    0.48% of the 13F portfolio, value $697,609.

    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 1,112 shares
    Change vs previous 13F +55 shares

    0.49% of the 13F portfolio, value $609,509.

    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 1,057 shares
    Change vs previous 13F -53 shares

    0.43% of the 13F portfolio, value $556,584.

    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 1,110 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $548,118.

    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).