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Disclosery

Lifestyle Asset Management, Inc.: CLS position timeline

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

Lifestyle Asset Management, Inc. held 8,246 CLS 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 8,246 shares
    Change vs previous 13F -57 shares

    0.81% of the 13F portfolio, value $3,008,141.

    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 8,303 shares
    Change vs previous 13F +616 shares

    0.76% of the 13F portfolio, value $2,338,789.

    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 7,687 shares
    Change vs previous 13F -1,470 shares

    0.74% of the 13F portfolio, value $2,272,354.

    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 9,157 shares
    Change vs previous 13F -1,053 shares

    0.77% of the 13F portfolio, value $2,256,057.

    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 10,210 shares
    Change vs previous 13F +2,675 shares

    0.74% of the 13F portfolio, value $1,593,883.

    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 7,535 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $593,868.

    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).