Lifestyle Asset Management, Inc.: IYW position timeline

Lifestyle Asset Management, Inc. held 1,420 IYW 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 1,420 shares

   Change vs previous 13F +1,420 shares

   0.1% of the 13F portfolio, value $358,167.

   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 0 shares

   Change vs previous 13F -18,246 shares

   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).

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

3. period ended2025-12-31

   13F 18,246 shares

   Change vs previous 13F +4,705 shares

   1.19% of the 13F portfolio, value $3,643,361.

   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 13,541 shares

   Change vs previous 13F +7,528 shares

   0.91% of the 13F portfolio, value $2,652,140.

   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 6,013 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $1,041,873.

   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).