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Disclosery

LRI Investments, LLC: AVGO position timeline

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

LRI Investments, LLC held 11,068 AVGO 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 11,068 shares
    Change vs previous 13F -526 shares

    0.34% of the 13F portfolio, value $4,180,937.

    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 11,594 shares
    Change vs previous 13F -6,958 shares

    0.32% of the 13F portfolio, value $3,588,459.

    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 18,552 shares
    Change vs previous 13F +172 shares

    0.52% of the 13F portfolio, value $6,420,903.

    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 18,380 shares
    Change vs previous 13F -604 shares

    0.5% of the 13F portfolio, value $6,063,760.

    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 18,984 shares
    Change vs previous 13F -1,242 shares

    0.44% of the 13F portfolio, value $5,232,952.

    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 20,226 shares
    Change vs previous 13F -1,069 shares

    0.33% of the 13F portfolio, value $3,386,491.

    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 21,295 shares
    Change vs previous 13F -93 shares

    0.48% of the 13F portfolio, value $4,937,054.

    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 21,388 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,644,130.

    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).