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Disclosery

LifeSteps Financial, Inc.: QQQ position timeline

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

LifeSteps Financial, Inc. held 44,460 QQQ 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 44,460 shares
    Change vs previous 13F +3,713 shares

    15.26% of the 13F portfolio, value $32,740,516.

    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 40,747 shares
    Change vs previous 13F +1,026 shares

    14.89% of the 13F portfolio, value $23,518,489.

    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 39,721 shares
    Change vs previous 13F -766 shares

    15.62% of the 13F portfolio, value $24,400,831.

    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 40,487 shares
    Change vs previous 13F -814 shares

    15.61% of the 13F portfolio, value $24,307,096.

    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 41,301 shares
    Change vs previous 13F +2,919 shares

    15.66% of the 13F portfolio, value $22,783,482.

    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 38,382 shares
    Change vs previous 13F +372 shares

    14.6% of the 13F portfolio, value $17,998,135.

    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 38,010 shares
    Change vs previous 13F -226 shares

    14.91% of the 13F portfolio, value $19,431,904.

    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 38,236 shares
    Change vs previous 13F not available

    14.6% of the 13F portfolio, value $18,661,905.

    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).