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Disclosery

LifeSteps Financial, Inc.: NVO position timeline

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

LifeSteps Financial, Inc. held 7,446 NVO 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 7,446 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $356,961.

    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 7,457 shares
    Change vs previous 13F +142 shares

    0.17% of the 13F portfolio, value $274,045.

    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 7,315 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $372,187.

    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 7,315 shares
    Change vs previous 13F -25 shares

    0.26% of the 13F portfolio, value $405,909.

    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 7,340 shares
    Change vs previous 13F -12 shares

    0.35% of the 13F portfolio, value $506,607.

    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 7,352 shares
    Change vs previous 13F -34 shares

    0.41% of the 13F portfolio, value $510,523.

    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 7,386 shares
    Change vs previous 13F -25 shares

    0.49% of the 13F portfolio, value $635,344.

    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 7,411 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $882,428.

    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).