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Disclosery

Lifestyle Asset Management, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifestyle Asset Management, Inc. on AGG, newest first. How the timeline and the estimate are built.

Lifestyle Asset Management, Inc. held 99,359 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,359 shares
    Change vs previous 13F -294,348 shares

    2.64% of the 13F portfolio, value $9,834,533.

    13F-HR 0001845675-26-000002 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 393,707 shares
    Change vs previous 13F +227,326 shares

    12.77% of the 13F portfolio, value $39,083,287.

    13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 166,381 shares
    Change vs previous 13F +45,513 shares

    5.41% of the 13F portfolio, value $16,618,142.

    13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,868 shares
    Change vs previous 13F +35,239 shares

    4.14% of the 13F portfolio, value $12,117,067.

    13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,629 shares
    Change vs previous 13F -113 shares

    3.97% of the 13F portfolio, value $8,494,408.

    13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,742 shares
    Change vs previous 13F +4,161 shares

    4.66% of the 13F portfolio, value $8,481,648.

    13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,581 shares
    Change vs previous 13F -75,648 shares

    4.31% of the 13F portfolio, value $7,905,177.

    13F-HR 0001667731-25-000060 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 157,229 shares
    Change vs previous 13F not available

    8.79% of the 13F portfolio, value $15,922,606.

    13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).