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Disclosery

LRI Investments, LLC: AGO position timeline

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

LRI Investments, LLC held 147,309 AGO 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 147,309 shares
    Change vs previous 13F -22,756 shares

    0.95% of the 13F portfolio, value $11,808,289.

    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 170,065 shares
    Change vs previous 13F -126,681 shares

    1.23% of the 13F portfolio, value $13,856,896.

    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 296,746 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $26,668,563.

    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 296,746 shares
    Change vs previous 13F -211 shares

    2.06% of the 13F portfolio, value $25,119,549.

    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 296,957 shares
    Change vs previous 13F +4,528 shares

    2.2% of the 13F portfolio, value $25,864,955.

    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 292,429 shares
    Change vs previous 13F -523 shares

    2.49% of the 13F portfolio, value $25,762,995.

    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 292,952 shares
    Change vs previous 13F -12 shares

    2.54% of the 13F portfolio, value $26,368,610.

    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 292,964 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $26,817,925.

    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).