Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,098
New position
Shares Held
50
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,403
of 1,452 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LifeSteps Financial, Inc. holds $31,065 across 4 REIT - Retail names. O ranks #2 (10.0% of the industry book) .
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098 | 50 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||