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Disclosery

LRI Investments, LLC: DFIS position timeline

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

LRI Investments, LLC held 4,023 DFIS 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 4,023 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $140,939.

    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 4,002 shares
    Change vs previous 13F +169 shares

    0.01% of the 13F portfolio, value $134,734.

    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 3,833 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $126,255.

    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 3,736 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $118,183.

    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 3,228 shares
    Change vs previous 13F +1,022 shares

    0.01% of the 13F portfolio, value $96,326.

    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 2,206 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $57,014.

    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 2,204 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $54,122.

    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 2,192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $54,394.

    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).