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Disclosery

LRI Investments, LLC: ARES position timeline

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

LRI Investments, LLC held 2,335,268 ARES 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 2,335,268 shares
    Change vs previous 13F -6,931 shares

    18.57% of the 13F portfolio, value $230,936,196.

    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 2,342,199 shares
    Change vs previous 13F -49,174 shares

    20.12% of the 13F portfolio, value $227,112,475.

    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 2,391,373 shares
    Change vs previous 13F -194,880 shares

    27.81% of the 13F portfolio, value $344,285,099.

    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 2,586,253 shares
    Change vs previous 13F +238,531 shares

    30.43% of the 13F portfolio, value $371,740,951.

    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 2,347,722 shares
    Change vs previous 13F -34,319 shares

    34.54% of the 13F portfolio, value $406,625,450.

    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 2,382,041 shares
    Change vs previous 13F -217,135 shares

    33.74% of the 13F portfolio, value $349,231,031.

    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 2,599,176 shares
    Change vs previous 13F 0 shares

    44.32% of the 13F portfolio, value $460,132,127.

    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 2,599,176 shares
    Change vs previous 13F not available

    42.62% of the 13F portfolio, value $439,312,728.

    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).