LRI Investments, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on ADI, newest first. How the timeline and the estimate are built.
LRI Investments, LLC held 4,408 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,408 sharesChange vs previous 13F +183 shares
0.14% of the 13F portfolio, value $1,750,850.
13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,225 sharesChange vs previous 13F +566 shares
0.12% of the 13F portfolio, value $1,344,141.
13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,659 sharesChange vs previous 13F -26 shares
0.08% of the 13F portfolio, value $992,246.
13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,685 sharesChange vs previous 13F +55 shares
0.07% of the 13F portfolio, value $905,338.
13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,630 sharesChange vs previous 13F -18 shares
0.07% of the 13F portfolio, value $863,948.
13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,648 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $735,637.
13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,648 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $774,996.
13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,648 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $774,193.
13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).