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Disclosery

LRI Investments, LLC: DFAI position timeline

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

LRI Investments, LLC held 837,560 DFAI 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 837,560 shares
    Change vs previous 13F -6,773 shares

    2.78% of the 13F portfolio, value $34,549,347.

    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 844,333 shares
    Change vs previous 13F -11,014 shares

    2.91% of the 13F portfolio, value $32,895,209.

    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 855,347 shares
    Change vs previous 13F -40,678 shares

    2.63% of the 13F portfolio, value $32,597,280.

    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 896,025 shares
    Change vs previous 13F -6,387 shares

    2.67% of the 13F portfolio, value $32,570,502.

    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 902,412 shares
    Change vs previous 13F +8,732 shares

    2.65% of the 13F portfolio, value $31,196,378.

    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 893,680 shares
    Change vs previous 13F -1,355 shares

    2.7% of the 13F portfolio, value $27,909,616.

    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 895,035 shares
    Change vs previous 13F +45,085 shares

    2.52% of the 13F portfolio, value $26,135,021.

    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 849,950 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $25,252,015.

    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).