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Disclosery

LifeSteps Financial, Inc.: VTV position timeline

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

LifeSteps Financial, Inc. held 22,796 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,796 shares
    Change vs previous 13F -1,084 shares

    2.35% of the 13F portfolio, value $4,925,805.

    13F-HR 0001801373-26-000005 filed by LifeSteps Financial, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,880 shares
    Change vs previous 13F -486 shares

    2.43% of the 13F portfolio, value $5,204,208.

    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).

  3. period ended2026-03-31
    13F 24,366 shares
    Change vs previous 13F -398 shares

    3.03% of the 13F portfolio, value $4,780,564.

    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).

  4. period ended2025-12-31
    13F 24,764 shares
    Change vs previous 13F +394 shares

    3.03% of the 13F portfolio, value $4,729,711.

    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).

  5. period ended2025-09-30
    13F 24,370 shares
    Change vs previous 13F +876 shares

    2.92% of the 13F portfolio, value $4,544,852.

    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).

  6. period ended2025-06-30
    13F 23,494 shares
    Change vs previous 13F +3,070 shares

    2.85% of the 13F portfolio, value $4,152,279.

    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).

  7. period ended2025-03-31
    13F 20,424 shares
    Change vs previous 13F +3,720 shares

    2.86% of the 13F portfolio, value $3,527,993.

    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).

  8. period ended2024-12-31
    13F 16,704 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $2,828,039.

    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).