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Disclosery

LRI Investments, LLC: DFAC position timeline

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

LRI Investments, LLC held 2,298,403 DFAC 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 2,298,403 shares
    Change vs previous 13F -12,433 shares

    8.2% of the 13F portfolio, value $101,957,170.

    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 2,310,836 shares
    Change vs previous 13F -22,952 shares

    7.95% of the 13F portfolio, value $89,799,079.

    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 2,333,788 shares
    Change vs previous 13F -47,534 shares

    7.46% of the 13F portfolio, value $92,394,672.

    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 2,381,322 shares
    Change vs previous 13F -16,333 shares

    7.52% of the 13F portfolio, value $91,847,574.

    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 2,397,655 shares
    Change vs previous 13F -12,447 shares

    7.3% of the 13F portfolio, value $85,931,948.

    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 2,410,102 shares
    Change vs previous 13F -73,658 shares

    7.68% of the 13F portfolio, value $79,509,258.

    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 2,483,760 shares
    Change vs previous 13F +11,510 shares

    8.28% of the 13F portfolio, value $85,913,264.

    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 2,472,250 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $88,110,992.

    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).