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Disclosery

Lifestyle Asset Management, Inc.: BUFR position timeline

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

Lifestyle Asset Management, Inc. held 7,853 BUFR 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 7,853 shares
    Change vs previous 13F -318 shares

    0.08% of the 13F portfolio, value $286,870.

    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 8,171 shares
    Change vs previous 13F -315,999 shares

    0.09% of the 13F portfolio, value $275,935.

    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 324,170 shares
    Change vs previous 13F +1,655 shares

    3.61% of the 13F portfolio, value $11,106,064.

    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 322,515 shares
    Change vs previous 13F -231,708 shares

    3.68% of the 13F portfolio, value $10,778,452.

    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 554,223 shares
    Change vs previous 13F -3,160 shares

    8.23% of the 13F portfolio, value $17,624,291.

    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 557,383 shares
    Change vs previous 13F -1,488 shares

    9.1% of the 13F portfolio, value $16,548,702.

    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 558,871 shares
    Change vs previous 13F not available

    9.28% of the 13F portfolio, value $17,028,804.

    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).