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Disclosery

LRI Investments, LLC: DFGR position timeline

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

LRI Investments, LLC held 124,656 DFGR 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 124,656 shares
    Change vs previous 13F -3,176 shares

    0.29% of the 13F portfolio, value $3,611,284.

    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 127,832 shares
    Change vs previous 13F -2,132 shares

    0.3% of the 13F portfolio, value $3,397,775.

    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 129,964 shares
    Change vs previous 13F -9,130 shares

    0.28% of the 13F portfolio, value $3,433,649.

    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 139,094 shares
    Change vs previous 13F -2,280 shares

    0.31% of the 13F portfolio, value $3,798,657.

    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 141,374 shares
    Change vs previous 13F -5,769 shares

    0.32% of the 13F portfolio, value $3,793,064.

    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 147,143 shares
    Change vs previous 13F -12,187 shares

    0.37% of the 13F portfolio, value $3,863,975.

    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 159,330 shares
    Change vs previous 13F +16,372 shares

    0.39% of the 13F portfolio, value $4,069,288.

    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 142,958 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,882,739.

    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).