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Disclosery

FOSTER & MOTLEY INC: LRGF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on LRGF, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 223,031 LRGF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,031 shares
    Change vs previous 13F -3,255 shares

    0.78% of the 13F portfolio, value $16,868,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY 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 226,286 shares
    Change vs previous 13F +14,834 shares

    0.77% of the 13F portfolio, value $14,935,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY 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 211,452 shares
    Change vs previous 13F +5,629 shares

    0.78% of the 13F portfolio, value $14,681,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY 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 205,823 shares
    Change vs previous 13F -237 shares

    0.77% of the 13F portfolio, value $14,218,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY 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 206,060 shares
    Change vs previous 13F -3,534 shares

    0.76% of the 13F portfolio, value $13,215,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY 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 209,594 shares
    Change vs previous 13F -3,285 shares

    0.76% of the 13F portfolio, value $12,131,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY 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 212,879 shares
    Change vs previous 13F -7,812 shares

    0.84% of the 13F portfolio, value $12,847,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY 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 220,691 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $12,970,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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