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Disclosery

LRI Investments, LLC: CARR position timeline

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

LRI Investments, LLC held 55,928 CARR 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 55,928 shares
    Change vs previous 13F +1,214 shares

    0.33% of the 13F portfolio, value $4,102,346.

    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 54,714 shares
    Change vs previous 13F -1,916 shares

    0.27% of the 13F portfolio, value $3,080,921.

    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 56,630 shares
    Change vs previous 13F -4,462 shares

    0.24% of the 13F portfolio, value $2,992,327.

    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 61,092 shares
    Change vs previous 13F +3,720 shares

    0.3% of the 13F portfolio, value $3,647,195.

    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 57,372 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $4,199,038.

    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 57,371 shares
    Change vs previous 13F -1,423 shares

    0.35% of the 13F portfolio, value $3,637,338.

    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 58,794 shares
    Change vs previous 13F +297 shares

    0.39% of the 13F portfolio, value $4,013,259.

    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 58,497 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,385,486.

    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).