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Disclosery

LRI Investments, LLC: DFUS position timeline

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

LRI Investments, LLC held 39,851 DFUS 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 39,851 shares
    Change vs previous 13F +36 shares

    0.26% of the 13F portfolio, value $3,265,391.

    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 39,815 shares
    Change vs previous 13F +95 shares

    0.25% of the 13F portfolio, value $2,823,282.

    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 39,720 shares
    Change vs previous 13F -1,206 shares

    0.24% of the 13F portfolio, value $2,946,032.

    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 40,926 shares
    Change vs previous 13F +44 shares

    0.24% of the 13F portfolio, value $2,964,679.

    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 40,882 shares
    Change vs previous 13F +227 shares

    0.23% of the 13F portfolio, value $2,739,912.

    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 40,655 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,458,814.

    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 40,655 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,591,756.

    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 40,655 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,631,192.

    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).