Lifestyle Asset Management, Inc.: WMS position timeline

Lifestyle Asset Management, Inc. held 0 WMS shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -9,572 shares

   13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 9,572 shares

   Change vs previous 13F +1,360 shares

   0.51% of the 13F portfolio, value $1,099,387.

   13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 8,212 shares

   Change vs previous 13F +795 shares

   0.49% of the 13F portfolio, value $892,184.

   13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 7,417 shares

   Change vs previous 13F +338 shares

   0.47% of the 13F portfolio, value $857,405.

   13F-HR 0001667731-25-000060 filed by Lifestyle Asset Management, Inc.
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 7,079 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $1,112,536.

   13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).