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Disclosery

LRI Investments, LLC: DFAX position timeline

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

LRI Investments, LLC held 1,783,165 DFAX 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 1,783,165 shares
    Change vs previous 13F +209,707 shares

    5.28% of the 13F portfolio, value $65,691,782.

    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 1,573,458 shares
    Change vs previous 13F +145,083 shares

    4.73% of the 13F portfolio, value $53,450,361.

    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 1,428,375 shares
    Change vs previous 13F +49,293 shares

    3.78% of the 13F portfolio, value $46,750,714.

    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 1,379,082 shares
    Change vs previous 13F +126,531 shares

    3.54% of the 13F portfolio, value $43,275,593.

    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 1,252,551 shares
    Change vs previous 13F +152,024 shares

    3.13% of the 13F portfolio, value $36,787,423.

    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 1,100,527 shares
    Change vs previous 13F +107,274 shares

    2.79% of the 13F portfolio, value $28,833,807.

    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 993,253 shares
    Change vs previous 13F -2,885 shares

    2.38% of the 13F portfolio, value $24,692,270.

    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 996,138 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $25,132,562.

    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).