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Disclosery

LRI Investments, LLC: BGRN position timeline

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

LRI Investments, LLC held 6,158 BGRN 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 6,158 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $292,336.

    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 6,158 shares
    Change vs previous 13F +82 shares

    0.03% of the 13F portfolio, value $292,330.

    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 6,076 shares
    Change vs previous 13F +2,965 shares

    0.02% of the 13F portfolio, value $291,257.

    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 3,111 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $149,726.

    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 3,099 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $147,729.

    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 3,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $146,769.

    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).