Skip to content
Disclosery

LRI Investments, LLC: DFAS position timeline

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

LRI Investments, LLC held 251,896 DFAS 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 251,896 shares
    Change vs previous 13F -308 shares

    1.67% of the 13F portfolio, value $20,741,117.

    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 252,204 shares
    Change vs previous 13F +5,168 shares

    1.59% of the 13F portfolio, value $17,939,271.

    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 247,036 shares
    Change vs previous 13F +19,511 shares

    1.39% of the 13F portfolio, value $17,210,998.

    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 227,525 shares
    Change vs previous 13F +101 shares

    1.28% of the 13F portfolio, value $15,576,362.

    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 227,424 shares
    Change vs previous 13F +3,149 shares

    1.23% of the 13F portfolio, value $14,489,183.

    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 224,275 shares
    Change vs previous 13F +217,299 shares

    1.29% of the 13F portfolio, value $13,400,431.

    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 6,976 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $453,998.

    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 6,976 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $474,926.

    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).