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Disclosery

Lifestyle Asset Management, Inc.: FIX position timeline

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

Lifestyle Asset Management, Inc. held 2,170 FIX 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 2,170 shares
    Change vs previous 13F -605 shares

    1.16% of the 13F portfolio, value $4,300,930.

    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 2,775 shares
    Change vs previous 13F -271 shares

    1.25% of the 13F portfolio, value $3,826,760.

    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 3,046 shares
    Change vs previous 13F -325 shares

    0.92% of the 13F portfolio, value $2,842,839.

    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 3,371 shares
    Change vs previous 13F -505 shares

    0.95% of the 13F portfolio, value $2,781,363.

    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 3,876 shares
    Change vs previous 13F +2,940 shares

    0.97% of the 13F portfolio, value $2,078,313.

    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 936 shares
    Change vs previous 13F +18 shares

    0.17% of the 13F portfolio, value $301,701.

    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 918 shares
    Change vs previous 13F -94 shares

    0.21% of the 13F portfolio, value $389,287.

    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 1,012 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $395,034.

    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).