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Disclosery

Lifestyle Asset Management, Inc.: AVEM position timeline

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

Lifestyle Asset Management, Inc. held 57,235 AVEM 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 57,235 shares
    Change vs previous 13F +934 shares

    1.48% of the 13F portfolio, value $5,522,636.

    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 56,301 shares
    Change vs previous 13F +5,677 shares

    1.48% of the 13F portfolio, value $4,536,728.

    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 50,624 shares
    Change vs previous 13F -1,420 shares

    1.27% of the 13F portfolio, value $3,899,060.

    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 52,044 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,909,025.

    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).