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Lifestyle Asset Management, Inc.: HCMT position timeline

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

Lifestyle Asset Management, Inc. held 6,968 HCMT 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 6,968 shares
    Change vs previous 13F -448 shares

    0.08% of the 13F portfolio, value $292,238.

    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 7,416 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $260,969.

    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 7,415 shares
    Change vs previous 13F -3,656 shares

    0.09% of the 13F portfolio, value $285,922.

    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 11,071 shares
    Change vs previous 13F -1,628 shares

    0.14% of the 13F portfolio, value $415,052.

    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 12,699 shares
    Change vs previous 13F +193 shares

    0.19% of the 13F portfolio, value $413,733.

    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 12,506 shares
    Change vs previous 13F -20,062 shares

    0.21% of the 13F portfolio, value $377,806.

    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 32,568 shares
    Change vs previous 13F -4,903 shares

    0.64% of the 13F portfolio, value $1,175,265.

    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 37,471 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,320,853.

    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).