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Disclosery

Lifestyle Asset Management, Inc.: SPY position timeline

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

Lifestyle Asset Management, Inc. held 81,416 SPY 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 81,416 shares
    Change vs previous 13F +18,870 shares

    16.34% of the 13F portfolio, value $60,799,377.

    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 62,546 shares
    Change vs previous 13F -135 shares

    13.29% of the 13F portfolio, value $40,676,234.

    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 62,681 shares
    Change vs previous 13F +6,788 shares

    13.91% of the 13F portfolio, value $42,743,244.

    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 55,893 shares
    Change vs previous 13F +14,020 shares

    12.71% of the 13F portfolio, value $37,235,054.

    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 41,873 shares
    Change vs previous 13F -9,476 shares

    12.08% of the 13F portfolio, value $25,871,518.

    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 51,349 shares
    Change vs previous 13F -2,504 shares

    15.79% of the 13F portfolio, value $28,724,167.

    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 53,853 shares
    Change vs previous 13F +2,893 shares

    17.2% of the 13F portfolio, value $31,562,114.

    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 50,960 shares
    Change vs previous 13F not available

    16.14% of the 13F portfolio, value $29,238,530.

    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).