Skip to content
Disclosery

LifeSteps Financial, Inc.: SPY position timeline

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

LifeSteps Financial, Inc. held 40,973 SPY 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 40,973 shares
    Change vs previous 13F +4,738 shares

    14.26% of the 13F portfolio, value $30,597,165.

    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 36,235 shares
    Change vs previous 13F +2,493 shares

    14.92% of the 13F portfolio, value $23,565,217.

    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 33,742 shares
    Change vs previous 13F -700 shares

    14.73% of the 13F portfolio, value $23,009,383.

    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 34,442 shares
    Change vs previous 13F -1,953 shares

    14.74% of the 13F portfolio, value $22,944,599.

    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 36,395 shares
    Change vs previous 13F +6,174 shares

    15.45% of the 13F portfolio, value $22,486,646.

    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 30,221 shares
    Change vs previous 13F -184 shares

    13.71% of the 13F portfolio, value $16,905,451.

    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 30,405 shares
    Change vs previous 13F +18 shares

    13.67% of the 13F portfolio, value $17,819,720.

    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 30,387 shares
    Change vs previous 13F not available

    13.64% of the 13F portfolio, value $17,434,714.

    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).