Skip to content
Disclosery

LifeSteps Financial, Inc.: SCHB position timeline

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

LifeSteps Financial, Inc. held 14,200 SCHB 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 14,200 shares
    Change vs previous 13F -978 shares

    0.19% of the 13F portfolio, value $411,242.

    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 15,178 shares
    Change vs previous 13F +423 shares

    0.24% of the 13F portfolio, value $380,959.

    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 14,755 shares
    Change vs previous 13F +467 shares

    0.25% of the 13F portfolio, value $387,015.

    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 14,288 shares
    Change vs previous 13F +237 shares

    0.24% of the 13F portfolio, value $367,350.

    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 14,051 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $334,840.

    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 14,031 shares
    Change vs previous 13F +15 shares

    0.24% of the 13F portfolio, value $302,090.

    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 14,016 shares
    Change vs previous 13F +9,676 shares

    0.24% of the 13F portfolio, value $318,162.

    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 4,340 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $288,700.

    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).