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Disclosery

LRI Investments, LLC: DFIV position timeline

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

LRI Investments, LLC held 384,826 DFIV 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 384,826 shares
    Change vs previous 13F -1,395 shares

    1.67% of the 13F portfolio, value $20,788,301.

    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 386,221 shares
    Change vs previous 13F -1,448 shares

    1.81% of the 13F portfolio, value $20,384,749.

    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 387,669 shares
    Change vs previous 13F +16,142 shares

    1.56% of the 13F portfolio, value $19,344,667.

    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 371,527 shares
    Change vs previous 13F +3,668 shares

    1.4% of the 13F portfolio, value $17,134,825.

    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 367,859 shares
    Change vs previous 13F +4,338 shares

    1.34% of the 13F portfolio, value $15,755,417.

    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 363,521 shares
    Change vs previous 13F +338,135 shares

    1.38% of the 13F portfolio, value $14,308,174.

    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 25,386 shares
    Change vs previous 13F +54 shares

    0.09% of the 13F portfolio, value $900,687.

    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 25,332 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $915,770.

    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).