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Lifestyle Asset Management, Inc.: UTHR position timeline

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

Lifestyle Asset Management, Inc. held 4,581 UTHR 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 4,581 shares
    Change vs previous 13F -129 shares

    0.67% of the 13F portfolio, value $2,482,123.

    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 4,710 shares
    Change vs previous 13F +150 shares

    0.91% of the 13F portfolio, value $2,792,936.

    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 4,560 shares
    Change vs previous 13F +153 shares

    0.72% of the 13F portfolio, value $2,221,860.

    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 4,407 shares
    Change vs previous 13F +583 shares

    0.63% of the 13F portfolio, value $1,847,363.

    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 3,824 shares
    Change vs previous 13F +300 shares

    0.51% of the 13F portfolio, value $1,098,755.

    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 3,524 shares
    Change vs previous 13F -190 shares

    0.6% of the 13F portfolio, value $1,086,266.

    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 3,714 shares
    Change vs previous 13F -77 shares

    0.71% of the 13F portfolio, value $1,310,448.

    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 3,791 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,358,505.

    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).