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Disclosery

LRI Investments, LLC: ACN position timeline

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

LRI Investments, LLC held 8,217 ACN 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 8,217 shares
    Change vs previous 13F -204 shares

    0.08% of the 13F portfolio, value $1,022,524.

    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 8,421 shares
    Change vs previous 13F -2,424 shares

    0.15% of the 13F portfolio, value $1,669,800.

    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 10,845 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,909,713.

    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 10,845 shares
    Change vs previous 13F -159 shares

    0.22% of the 13F portfolio, value $2,674,377.

    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 11,004 shares
    Change vs previous 13F +56 shares

    0.28% of the 13F portfolio, value $3,289,019.

    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 10,948 shares
    Change vs previous 13F -3 shares

    0.33% of the 13F portfolio, value $3,416,213.

    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 10,951 shares
    Change vs previous 13F -32 shares

    0.37% of the 13F portfolio, value $3,852,452.

    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 10,983 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,976,494.

    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).