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Disclosery

LRI Investments, LLC: C position timeline

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

LRI Investments, LLC held 18,038 C 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 18,038 shares
    Change vs previous 13F +462 shares

    0.2% of the 13F portfolio, value $2,524,619.

    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 17,576 shares
    Change vs previous 13F +701 shares

    0.18% of the 13F portfolio, value $1,993,311.

    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 16,875 shares
    Change vs previous 13F -661 shares

    0.16% of the 13F portfolio, value $1,969,161.

    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 17,536 shares
    Change vs previous 13F +8,876 shares

    0.15% of the 13F portfolio, value $1,779,919.

    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 8,660 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $737,151.

    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 8,654 shares
    Change vs previous 13F -474 shares

    0.06% of the 13F portfolio, value $614,358.

    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 9,128 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $642,530.

    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 9,040 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $616,086.

    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).