LifeSteps Financial, Inc.

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Claremont, CA
CIK
0001801373
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 67 94,246 13F-HR 4/12/2023 000180137323000002 LifeSteps Financial, Inc.
Q4 2022 70 96,007 13F-HR 1/18/2023 000180137323000001 LifeSteps Financial, Inc.
Q3 2022 72 88,731 13F-HR 10/14/2022 000180137322000006 LifeSteps Financial, Inc.
Q2 2022 75 95,928 13F-HR 7/13/2022 000180137322000005 LifeSteps Financial, Inc.
Q1 2022 82 135,216 13F-HR 4/12/2022 000180137322000004 LifeSteps Financial, Inc.
Q4 2021 79 141,276 13F-HR 1/26/2022 000180137322000003 LifeSteps Financial, Inc.
Q3 2021 81 130,700 13F-HR 10/6/2021 000180137321000007 LifeSteps Financial, Inc.
Q2 2021 84 130,193 13F-HR 7/9/2021 000180137321000005 LifeSteps Financial, Inc.
Q1 2021 84 119,764 13F-HR 4/20/2021 000180137321000003 LifeSteps Financial, Inc.
Q4 2020 84 109,009 13F-HR 1/25/2021 000180137321000002 LifeSteps Financial, Inc.
Q3 2020 78 94,785 13F-HR 10/21/2020 000180137320000010 LifeSteps Financial, Inc.
Q2 2020 72 86,617 13F-HR 8/5/2020 000180137320000008 LifeSteps Financial, Inc.
Q1 2020 76 86,875 13F-HR 5/21/2020 000180137320000006 LifeSteps Financial, Inc.
Q4 2019 93 105,957 13F-HR 1/30/2020 000180137320000003 LifeSteps Financial, Inc.