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Disclosery

Lifestyle Asset Management, Inc.: LGH position timeline

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

Lifestyle Asset Management, Inc. held 133,414 LGH 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 133,414 shares
    Change vs previous 13F +15,950 shares

    2.29% of the 13F portfolio, value $8,506,484.

    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 117,464 shares
    Change vs previous 13F +32,851 shares

    2.19% of the 13F portfolio, value $6,690,592.

    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 84,613 shares
    Change vs previous 13F -2,025 shares

    1.71% of the 13F portfolio, value $5,243,475.

    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 86,638 shares
    Change vs previous 13F +10,639 shares

    1.79% of the 13F portfolio, value $5,232,502.

    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 75,999 shares
    Change vs previous 13F +21,503 shares

    1.93% of the 13F portfolio, value $4,137,386.

    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 54,496 shares
    Change vs previous 13F +10,298 shares

    1.45% of the 13F portfolio, value $2,631,612.

    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 44,198 shares
    Change vs previous 13F +1,288 shares

    1.25% of the 13F portfolio, value $2,301,390.

    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 42,910 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,178,970.

    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).