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Lifestyle Asset Management, Inc.ETFConcentrated trader

CIK: 0001845675 | FRIENDSWOOD, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR135$413.8M2026-10-20SEC ↗
Q2 2026
13F-HR134$372.1M2026-07-20SEC ↗
Q1 2026
13F-HR134$306.2M2026-04-10SEC ↗
Q4 2025
13F-HR138$307.4M2026-02-11SEC ↗
Q3 2025
13F-HR135$292.9M2025-10-09SEC ↗
Q2 2025
13F-HR124$214.2M2025-07-09SEC ↗
Q1 2025
13F-HR116$181.9M2025-04-10SEC ↗
Q4 2024
13F-HR105$183.5M2025-01-17SEC ↗
Q3 2024
13F-HR104$181.1M2024-10-31SEC ↗
Q2 2024
13F-HR97$174.0M2024-07-19SEC ↗
Q1 2024
13F-HR104$169.3M2024-04-19SEC ↗
Q4 2023
13F-HR97$179.9M2024-02-12SEC ↗
Q3 2023
13F-HR87$164.9M2023-10-05SEC ↗
Q2 2023
13F-HR88$166.6M2023-07-13SEC ↗
Q1 2023
13F-HR77$149.5M2023-04-21SEC ↗
Q4 2022
13F-HR70$125.0M2023-04-20SEC ↗