Position in CRS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$49,347
New position
Shares Held
80
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#779
of 873 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Metal Fabrication
Industrials · as of Jun 30, 2026LifeSteps Financial, Inc. holds $132,613 across 4 Metal Fabrication names. CRS ranks #1 (37.2% of the industry book) .
All Filings in CRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,347 | 80 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||