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Disclosery

Lifestyle Asset Management, Inc.: META position timeline

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

Lifestyle Asset Management, Inc. held 4,049 META 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 4,049 shares
    Change vs previous 13F +114 shares

    0.61% of the 13F portfolio, value $2,280,797.

    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 3,935 shares
    Change vs previous 13F +327 shares

    0.74% of the 13F portfolio, value $2,251,357.

    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 3,608 shares
    Change vs previous 13F -37 shares

    0.77% of the 13F portfolio, value $2,381,622.

    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 3,645 shares
    Change vs previous 13F +584 shares

    0.91% of the 13F portfolio, value $2,676,601.

    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 3,061 shares
    Change vs previous 13F +226 shares

    1.05% of the 13F portfolio, value $2,259,157.

    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 2,835 shares
    Change vs previous 13F -185 shares

    0.9% of the 13F portfolio, value $1,634,087.

    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 3,020 shares
    Change vs previous 13F +59 shares

    0.96% of the 13F portfolio, value $1,768,240.

    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 2,961 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,694,995.

    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).