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Disclosery

Lifestyle Asset Management, Inc.: SPEM position timeline

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

Lifestyle Asset Management, Inc. held 53,758 SPEM 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 53,758 shares
    Change vs previous 13F +2,767 shares

    0.75% of the 13F portfolio, value $2,783,591.

    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 50,991 shares
    Change vs previous 13F +2,657 shares

    0.78% of the 13F portfolio, value $2,392,002.

    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 48,334 shares
    Change vs previous 13F +10,449 shares

    0.74% of the 13F portfolio, value $2,262,505.

    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 37,885 shares
    Change vs previous 13F +8,984 shares

    0.61% of the 13F portfolio, value $1,773,411.

    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 28,901 shares
    Change vs previous 13F +501 shares

    0.58% of the 13F portfolio, value $1,235,242.

    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 28,400 shares
    Change vs previous 13F +452 shares

    0.61% of the 13F portfolio, value $1,118,120.

    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 27,948 shares
    Change vs previous 13F +721 shares

    0.58% of the 13F portfolio, value $1,072,376.

    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 27,227 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,123,943.

    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).