Skip to content
Disclosery

Lifestyle Asset Management, Inc.: DOCU position timeline

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

Lifestyle Asset Management, Inc. held 37,931 DOCU 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 37,931 shares
    Change vs previous 13F +7,526 shares

    0.45% of the 13F portfolio, value $1,684,895.

    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 30,405 shares
    Change vs previous 13F +10,257 shares

    0.47% of the 13F portfolio, value $1,441,501.

    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 20,148 shares
    Change vs previous 13F +2,652 shares

    0.45% of the 13F portfolio, value $1,378,123.

    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 17,496 shares
    Change vs previous 13F +4,419 shares

    0.43% of the 13F portfolio, value $1,261,269.

    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 13,077 shares
    Change vs previous 13F +1,040 shares

    0.48% of the 13F portfolio, value $1,018,565.

    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 12,037 shares
    Change vs previous 13F -135 shares

    0.54% of the 13F portfolio, value $979,809.

    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 12,172 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,094,750.

    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).