Lifestyle Asset Management, Inc.: BIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifestyle Asset Management, Inc. on BIL, newest first. How the timeline and the estimate are built.
Lifestyle Asset Management, Inc. held 0 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -141,794 shares
13F-HR 0001845675-26-000002 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 141,794 sharesChange vs previous 13F +141,794 shares
4.24% of the 13F portfolio, value $12,994,002.
13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -11,485 shares
13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 11,485 sharesChange vs previous 13F +11,485 shares
0.36% of the 13F portfolio, value $1,053,749.
13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.