Back to USB-PS
LifeSteps Financial, Inc. → USB-PS
LifeSteps Financial, Inc. USB-PS Position History
USB-PS
Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 50.4K | — | — |
| Q2 2026 | $3M | 50.4K | — | — |
| Q1 2026 | $2.6M | 50.4K | — | — |
| Q4 2025 | $2.7M | 50.4K | — | — |