LifeSteps Financial, Inc. GPMT β€” GRANITE PT MTG TR INC COM

Ownership history in LifeSteps Financial, Inc.  Β·  2 quarters on record

AI Ownership Summary

LifeSteps Financial, Inc. reported GRANITE PT MTG TR INC COM (GPMT) in 2 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows GPMT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GPMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeSteps Financial, Inc.'s position in GRANITE PT MTG TR INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GPMT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LifeSteps Financial, Inc. held GPMT β€” position size vs. price
% of Fund (quarterly)    GPMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 13 -18 -58.1% 0.00% $20 2026-07-17 $1.38
2024 Q1 INITIATED β€” β€” β€” 31 β€” β€” 0.00% $148 2024-04-26 $3.60

FAQ About LifeSteps Financial, Inc. and GPMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifeSteps Financial, Inc. reported owning GPMT?

LifeSteps Financial, Inc. reported GPMT across 2 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GPMT position in LifeSteps Financial, Inc.'s portfolio?

The largest reported portfolio weight for GPMT was 0.00% in 2024 Q1.

What is the latest reported GPMT position on this page?

The most recent filing on this page is 2026 Q2, when LifeSteps Financial, Inc. reported 13 shares, equal to 0.00% of portfolio, with an estimated market value of $20.

What does the chart on this GPMT ownership page compare?

The chart compares LifeSteps Financial, Inc.'s quarterly GPMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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