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Disclosery

LifeSteps Financial, Inc.: XLK position timeline

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

LifeSteps Financial, Inc. held 27,240 XLK 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 27,240 shares
    Change vs previous 13F -471 shares

    2.42% of the 13F portfolio, value $5,189,803.

    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 27,711 shares
    Change vs previous 13F -1,148 shares

    2.33% of the 13F portfolio, value $3,682,815.

    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 28,859 shares
    Change vs previous 13F +14,389 shares

    2.66% of the 13F portfolio, value $4,154,852.

    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 14,470 shares
    Change vs previous 13F -143 shares

    2.62% of the 13F portfolio, value $4,078,547.

    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 14,613 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $3,700,476.

    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 14,613 shares
    Change vs previous 13F -33 shares

    2.45% of the 13F portfolio, value $3,017,297.

    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 14,646 shares
    Change vs previous 13F -776 shares

    2.61% of the 13F portfolio, value $3,405,473.

    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 15,422 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,481,656.

    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).