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Disclosery

LRI Investments, LLC: CSX position timeline

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

LRI Investments, LLC held 7,040 CSX 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 7,040 shares
    Change vs previous 13F -3,221 shares

    0.03% of the 13F portfolio, value $334,630.

    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 10,261 shares
    Change vs previous 13F +789 shares

    0.04% of the 13F portfolio, value $421,214.

    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 9,472 shares
    Change vs previous 13F +978 shares

    0.03% of the 13F portfolio, value $343,360.

    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 8,494 shares
    Change vs previous 13F +832 shares

    0.02% of the 13F portfolio, value $301,622.

    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 7,662 shares
    Change vs previous 13F -592 shares

    0.02% of the 13F portfolio, value $250,011.

    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 8,254 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $242,915.

    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 7,879 shares
    Change vs previous 13F +1,948 shares

    0.02% of the 13F portfolio, value $254,255.

    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 5,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,321.

    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).