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Disclosery

Lifestyle Asset Management, Inc.: HODL position timeline

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

Lifestyle Asset Management, Inc. held 0 HODL 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 0 shares
    Change vs previous 13F -17,263 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 17,263 shares
    Change vs previous 13F +4,583 shares

    0.11% of the 13F portfolio, value $330,759.

    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 12,680 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $313,576.

    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 12,680 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $410,452.

    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 12,680 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $386,360.

    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 12,680 shares
    Change vs previous 13F +8,286 shares

    0.16% of the 13F portfolio, value $295,571.

    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 4,394 shares
    Change vs previous 13F -1,515 shares

    0.25% of the 13F portfolio, value $464,490.

    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 5,909 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $424,443.

    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).