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Disclosery

Lifestyle Asset Management, Inc.: HIG position timeline

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

Lifestyle Asset Management, Inc. held 15,115 HIG 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 15,115 shares
    Change vs previous 13F +669 shares

    0.54% of the 13F portfolio, value $2,003,040.

    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 14,446 shares
    Change vs previous 13F +1,280 shares

    0.64% of the 13F portfolio, value $1,953,533.

    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 13,166 shares
    Change vs previous 13F +1,281 shares

    0.59% of the 13F portfolio, value $1,814,275.

    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 11,885 shares
    Change vs previous 13F +1,815 shares

    0.54% of the 13F portfolio, value $1,585,391.

    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 10,070 shares
    Change vs previous 13F +37 shares

    0.6% of the 13F portfolio, value $1,277,629.

    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 10,033 shares
    Change vs previous 13F -1,466 shares

    0.68% of the 13F portfolio, value $1,241,430.

    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 11,499 shares
    Change vs previous 13F +98 shares

    0.69% of the 13F portfolio, value $1,257,991.

    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 11,401 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,340,872.

    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).