LifeSteps Financial, Inc.: MGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeSteps Financial, Inc. on MGK, newest first. How the timeline and the estimate are built.
LifeSteps Financial, Inc. held 16,739 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 16,739 sharesChange vs previous 13F +13,243 shares
0.69% of the 13F portfolio, value $1,471,556.
13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,496 sharesChange vs previous 13F -219 shares
0.81% of the 13F portfolio, value $1,284,496.
13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,715 sharesChange vs previous 13F -5 shares
0.98% of the 13F portfolio, value $1,533,315.
13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,720 sharesChange vs previous 13F -21 shares
0.96% of the 13F portfolio, value $1,497,192.
13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,741 sharesChange vs previous 13F -50 shares
0.94% of the 13F portfolio, value $1,369,965.
13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,791 sharesChange vs previous 13F -32 shares
0.95% of the 13F portfolio, value $1,171,068.
13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,823 sharesChange vs previous 13F -15 shares
1.01% of the 13F portfolio, value $1,312,924.
13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,838 sharesChange vs previous 13F not available
0.97% of the 13F portfolio, value $1,235,651.
13F-HR 0001801373-24-000005 filed by LifeSteps Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).