Skip to content
Disclosery

Lifestyle Asset Management, Inc.: CSL position timeline

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

Lifestyle Asset Management, Inc. held 5,524 CSL 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 5,524 shares
    Change vs previous 13F +397 shares

    0.54% of the 13F portfolio, value $2,003,831.

    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 5,127 shares
    Change vs previous 13F +863 shares

    0.56% of the 13F portfolio, value $1,710,470.

    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 4,264 shares
    Change vs previous 13F +197 shares

    0.44% of the 13F portfolio, value $1,363,883.

    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 4,067 shares
    Change vs previous 13F +1,055 shares

    0.46% of the 13F portfolio, value $1,338,028.

    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 3,012 shares
    Change vs previous 13F +476 shares

    0.53% of the 13F portfolio, value $1,124,848.

    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 2,536 shares
    Change vs previous 13F +181 shares

    0.47% of the 13F portfolio, value $863,661.

    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 2,355 shares
    Change vs previous 13F +105 shares

    0.47% of the 13F portfolio, value $868,618.

    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).

  8. period ended2024-09-30
    13F 2,250 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,011,938.

    13F-HR 0001845675-24-000005 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).