Position in FMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,522
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 232 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $43,511 across 2 Medical Care Facilities names. FMS ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
100 | $38,989 | |
| 2 | FMS |
Fresenius Medical Care AG
This page
|
200 | $4,522 |
All Filings in FMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,522 | 200 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||