Lifestyle Asset Management, Inc.: VFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifestyle Asset Management, Inc. on VFLO, newest first. How the timeline and the estimate are built.
Lifestyle Asset Management, Inc. held 0 VFLO shares at 2025-09-30 per its 13F-HR filed 2025-10-09.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -196,863 shares
13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 196,863 sharesChange vs previous 13F +9,537 shares
3.25% of the 13F portfolio, value $6,959,096.
13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 187,326 sharesChange vs previous 13F +131,100 shares
3.53% of the 13F portfolio, value $6,421,541.
13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,226 sharesChange vs previous 13F -1,052 shares
1.04% of the 13F portfolio, value $1,916,759.
13F-HR 0001667731-25-000060 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,278 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $1,907,352.
13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).