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Disclosery

Lifestyle Asset Management, Inc.: AVDE position timeline

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

Lifestyle Asset Management, Inc. held 236,820 AVDE 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 236,820 shares
    Change vs previous 13F +150,499 shares

    5.68% of the 13F portfolio, value $21,124,305.

    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 86,321 shares
    Change vs previous 13F +10,113 shares

    2.39% of the 13F portfolio, value $7,323,490.

    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 76,208 shares
    Change vs previous 13F -2,789 shares

    2.04% of the 13F portfolio, value $6,273,456.

    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 78,997 shares
    Change vs previous 13F -8,035 shares

    2.13% of the 13F portfolio, value $6,232,828.

    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 87,032 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $6,441,256.

    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).