LRI Investments, LLC: AON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on AON, newest first. How the timeline and the estimate are built.
LRI Investments, LLC held 693 AON shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 693 sharesChange vs previous 13F +323 shares
0.02% of the 13F portfolio, value $229,825.
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 370 sharesChange vs previous 13F -261 shares
0.01% of the 13F portfolio, value $119,546.
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 631 sharesChange vs previous 13F -38 shares
0.02% of the 13F portfolio, value $222,517.
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 669 sharesChange vs previous 13F +55 shares
0.02% of the 13F portfolio, value $238,669.
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 614 sharesChange vs previous 13F +17 shares
0.02% of the 13F portfolio, value $219,136.
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 597 sharesChange vs previous 13F +125 shares
0.02% of the 13F portfolio, value $238,169.
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 472 sharesChange vs previous 13F +10 shares
0.02% of the 13F portfolio, value $169,448.
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 462 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $173,800.
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).