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Disclosery

LRI Investments, LLC: DFLV position timeline

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

LRI Investments, LLC held 157,462 DFLV 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 157,462 shares
    Change vs previous 13F -6,771 shares

    0.5% of the 13F portfolio, value $6,226,047.

    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 164,233 shares
    Change vs previous 13F -11,091 shares

    0.52% of the 13F portfolio, value $5,864,760.

    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 175,324 shares
    Change vs previous 13F -14,415 shares

    0.48% of the 13F portfolio, value $5,997,834.

    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 189,739 shares
    Change vs previous 13F -7,855 shares

    0.51% of the 13F portfolio, value $6,242,413.

    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 197,594 shares
    Change vs previous 13F -2,349 shares

    0.52% of the 13F portfolio, value $6,129,366.

    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 199,943 shares
    Change vs previous 13F -11,017 shares

    0.59% of the 13F portfolio, value $6,112,258.

    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 210,960 shares
    Change vs previous 13F +13,360 shares

    0.61% of the 13F portfolio, value $6,335,129.

    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 197,600 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,305,416.

    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).