Lifestyle Asset Management, Inc.: AJG position timeline

Lifestyle Asset Management, Inc. held 0 AJG shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,189 shares

   13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,189 shares

   Change vs previous 13F +23 shares

   0.1% of the 13F portfolio, value $307,742.

   13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 1,166 shares

   Change vs previous 13F +93 shares

   0.12% of the 13F portfolio, value $361,187.

   13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,073 shares

   Change vs previous 13F +47 shares

   0.16% of the 13F portfolio, value $343,504.

   13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,026 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $354,216.

   13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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