Lifestyle Asset Management, Inc.: EEM position timeline

Lifestyle Asset Management, Inc. held 32,084 EEM 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 32,084 shares

   Change vs previous 13F +25,372 shares

   0.59% of the 13F portfolio, value $2,194,866.

   13F-HR 0001845675-26-000002 filed by Lifestyle Asset Management, Inc.
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,712 shares

   Change vs previous 13F -43,249 shares

   0.12% of the 13F portfolio, value $381,174.

   13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 49,961 shares

   Change vs previous 13F +13,117 shares

   0.89% of the 13F portfolio, value $2,733,366.

   13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 36,844 shares

   Change vs previous 13F +20,311 shares

   0.67% of the 13F portfolio, value $1,967,470.

   13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,533 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $797,552.

   13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).