Skip to content
Disclosery

LRI Investments, LLC: AIQ position timeline

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

LRI Investments, LLC held 16,738 AIQ 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 16,738 shares
    Change vs previous 13F -671 shares

    0.09% of the 13F portfolio, value $1,098,180.

    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 17,409 shares
    Change vs previous 13F -231 shares

    0.07% of the 13F portfolio, value $812,478.

    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 17,640 shares
    Change vs previous 13F -6,650 shares

    0.07% of the 13F portfolio, value $897,170.

    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 24,290 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,199,683.

    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 24,290 shares
    Change vs previous 13F +1,200 shares

    0.09% of the 13F portfolio, value $1,061,230.

    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 23,090 shares
    Change vs previous 13F +18,180 shares

    0.08% of the 13F portfolio, value $840,014.

    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 4,910 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $189,722.

    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 4,910 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $188,397.

    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).