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Lifestyle Asset Management, Inc.: QDPL position timeline

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

Lifestyle Asset Management, Inc. held 69,389 QDPL 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 69,389 shares
    Change vs previous 13F +4,898 shares

    0.84% of the 13F portfolio, value $3,127,362.

    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 64,491 shares
    Change vs previous 13F +6,341 shares

    0.85% of the 13F portfolio, value $2,588,591.

    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 58,150 shares
    Change vs previous 13F +2,152 shares

    0.8% of the 13F portfolio, value $2,470,212.

    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 55,998 shares
    Change vs previous 13F +3,773 shares

    0.8% of the 13F portfolio, value $2,346,316.

    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 52,225 shares
    Change vs previous 13F -3,752 shares

    0.96% of the 13F portfolio, value $2,060,799.

    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 55,977 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,044,280.

    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).