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Disclosery

LRI Investments, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on AAPL, newest first. How the timeline and the estimate are built.

LRI Investments, LLC held 68,905 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,905 shares
    Change vs previous 13F -1,009 shares

    1.6% of the 13F portfolio, value $19,938,297.

    13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
    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 69,914 shares
    Change vs previous 13F -5,123 shares

    1.57% of the 13F portfolio, value $17,743,448.

    13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
    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 75,037 shares
    Change vs previous 13F -2,467 shares

    1.65% of the 13F portfolio, value $20,399,536.

    13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
    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 77,504 shares
    Change vs previous 13F +3,840 shares

    1.62% of the 13F portfolio, value $19,734,801.

    13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
    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 73,664 shares
    Change vs previous 13F -1,773 shares

    1.28% of the 13F portfolio, value $15,113,551.

    13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
    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 75,437 shares
    Change vs previous 13F -1,477 shares

    1.62% of the 13F portfolio, value $16,756,863.

    13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
    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 76,914 shares
    Change vs previous 13F +276 shares

    1.86% of the 13F portfolio, value $19,260,794.

    13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
    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 76,638 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $17,490,315.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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