Position in APP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$40,187
New position
Shares Held
78
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,272
of 1,446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $44,164 across 2 Advertising Agencies names. APP ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
This page
|
78 | $40,187 | |
| 2 | TTD |
Trade Desk, Inc.
|
220 | $3,977 |
All Filings in APP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,187 | 78 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||