Lifestyle Asset Management, Inc.: MO position timeline

Lifestyle Asset Management, Inc. held 4,287 MO 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 4,287 shares

   Change vs previous 13F +264 shares

   0.08% of the 13F portfolio, value $308,450.

   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 4,023 shares

   Change vs previous 13F -548 shares

   0.09% of the 13F portfolio, value $265,478.

   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 4,571 shares

   Change vs previous 13F -3,442 shares

   0.09% of the 13F portfolio, value $263,564.

   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 8,013 shares

   Change vs previous 13F +3,671 shares

   0.18% of the 13F portfolio, value $529,339.

   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 4,342 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $254,571.

   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).