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Disclosery

LRI Investments, LLC: BRK-B position timeline

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

LRI Investments, LLC held 4,521 BRK-B 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 4,521 shares
    Change vs previous 13F -384 shares

    0.18% of the 13F portfolio, value $2,262,280.

    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 4,905 shares
    Change vs previous 13F -2,447 shares

    0.21% of the 13F portfolio, value $2,350,643.

    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 7,352 shares
    Change vs previous 13F -181 shares

    0.3% of the 13F portfolio, value $3,695,706.

    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 7,533 shares
    Change vs previous 13F -110 shares

    0.31% of the 13F portfolio, value $3,787,227.

    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 7,643 shares
    Change vs previous 13F -168 shares

    0.32% of the 13F portfolio, value $3,712,950.

    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 7,811 shares
    Change vs previous 13F +156 shares

    0.4% of the 13F portfolio, value $4,159,980.

    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 7,655 shares
    Change vs previous 13F +137 shares

    0.33% of the 13F portfolio, value $3,469,958.

    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 7,518 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,516,301.

    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).