Lifestyle Asset Management, Inc.: LQD position timeline

Lifestyle Asset Management, Inc. held 0 LQD 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 -7,546 shares

   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).

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

2. period ended2026-03-31

   13F 7,546 shares

   Change vs previous 13F -18,839 shares

   0.27% of the 13F portfolio, value $822,439.

   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).

3. period ended2025-12-31

   13F 26,385 shares

   Change vs previous 13F +6,879 shares

   0.95% of the 13F portfolio, value $2,907,363.

   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 19,506 shares

   Change vs previous 13F +10,919 shares

   0.74% of the 13F portfolio, value $2,174,334.

   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 8,587 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $941,221.

   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).