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Disclosery

LRI Investments, LLC: DFAR position timeline

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

LRI Investments, LLC held 518,972 DFAR 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 518,972 shares
    Change vs previous 13F +56,607 shares

    1.09% of the 13F portfolio, value $13,576,303.

    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 462,365 shares
    Change vs previous 13F +109,578 shares

    0.97% of the 13F portfolio, value $10,934,932.

    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 352,787 shares
    Change vs previous 13F +92,110 shares

    0.65% of the 13F portfolio, value $8,079,246.

    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 260,677 shares
    Change vs previous 13F +112,445 shares

    0.51% of the 13F portfolio, value $6,217,146.

    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 148,232 shares
    Change vs previous 13F +94,159 shares

    0.3% of the 13F portfolio, value $3,477,523.

    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 54,073 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,285,315.

    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).