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Disclosery

LifeSteps Financial, Inc.: WFC position timeline

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

LifeSteps Financial, Inc. held 13,958 WFC 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 13,958 shares
    Change vs previous 13F +70 shares

    0.54% of the 13F portfolio, value $1,153,507.

    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 13,888 shares
    Change vs previous 13F -28 shares

    0.7% of the 13F portfolio, value $1,105,599.

    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 13,916 shares
    Change vs previous 13F +3 shares

    0.83% of the 13F portfolio, value $1,296,944.

    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 13,913 shares
    Change vs previous 13F -217 shares

    0.75% of the 13F portfolio, value $1,166,150.

    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 14,130 shares
    Change vs previous 13F +18 shares

    0.78% of the 13F portfolio, value $1,132,115.

    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 14,112 shares
    Change vs previous 13F +98 shares

    0.82% of the 13F portfolio, value $1,013,072.

    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 14,014 shares
    Change vs previous 13F -396 shares

    0.76% of the 13F portfolio, value $984,314.

    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 14,410 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $814,047.

    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).