Lifestyle Asset Management, Inc. quarter change: Foreign Options, New
In put and call options, at their filed underlying value (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Lifestyle Asset Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1845675): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Medallion Wealth Advisors, LLC | United States | $0.306B | 12,534 |
| FEARNLEY ASSET MANAGEMENT AS | Norway | $0.306B | 19 |
| Buttonwood Financial Advisors Inc. | United States | $0.306B | 108 |
| Norris Financial Group, LLC | United States | $0.306B | 97 |
| Aster Capital Management (DIFC) Ltd | United Arab Emirates | $0.306B | 809 |
| RPD Fund Management LLC | United States | $0.306B | 11 |
| Investidor Profissional Gestao de Recursos Ltda. | Brazil | $0.306B | 27 |
| Synergy Investment Management, LLC | United States | $0.306B | 2,562 |
| Global Financial Private Client, LLC | United States | $0.306B | 350 |
| Planned Solutions, Inc. | United States | $0.306B | 139 |