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Disclosery

Lifestyle Asset Management, Inc.: RSP position timeline

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

Lifestyle Asset Management, Inc. held 38,908 RSP 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 38,908 shares
    Change vs previous 13F +195 shares

    2.22% of the 13F portfolio, value $8,278,435.

    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 38,713 shares
    Change vs previous 13F +1,144 shares

    2.43% of the 13F portfolio, value $7,429,742.

    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 37,569 shares
    Change vs previous 13F -419 shares

    2.34% of the 13F portfolio, value $7,196,677.

    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 37,988 shares
    Change vs previous 13F -18,401 shares

    2.46% of the 13F portfolio, value $7,206,345.

    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 56,389 shares
    Change vs previous 13F +1,280 shares

    4.78% of the 13F portfolio, value $10,248,171.

    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 55,109 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $9,546,525.

    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).