Skip to content
Disclosery

LifeSteps Financial, Inc.: SDY position timeline

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

LifeSteps Financial, Inc. held 30,887 SDY 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 30,887 shares
    Change vs previous 13F +51 shares

    2.19% of the 13F portfolio, value $4,700,356.

    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 30,836 shares
    Change vs previous 13F +1,785 shares

    2.85% of the 13F portfolio, value $4,500,140.

    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 29,051 shares
    Change vs previous 13F -306 shares

    2.59% of the 13F portfolio, value $4,042,722.

    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 29,357 shares
    Change vs previous 13F +9 shares

    2.64% of the 13F portfolio, value $4,111,382.

    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 29,348 shares
    Change vs previous 13F -64 shares

    2.74% of the 13F portfolio, value $3,983,355.

    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 29,412 shares
    Change vs previous 13F +291 shares

    3.24% of the 13F portfolio, value $3,990,610.

    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 29,121 shares
    Change vs previous 13F +536 shares

    2.95% of the 13F portfolio, value $3,846,943.

    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 28,585 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $4,060,169.

    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).