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Lifestyle Asset Management, Inc.: SBS position timeline

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

Lifestyle Asset Management, Inc. held 401,521 SBS 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 401,521 shares
    Change vs previous 13F +322,613 shares

    0.62% of the 13F portfolio, value $2,320,791.

    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 78,908 shares
    Change vs previous 13F +6,815 shares

    0.79% of the 13F portfolio, value $2,407,483.

    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 72,093 shares
    Change vs previous 13F +4,869 shares

    0.56% of the 13F portfolio, value $1,719,418.

    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 67,224 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,673,203.

    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).