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Disclosery

LRI Investments, LLC: DFUV position timeline

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

LRI Investments, LLC held 542,430 DFUV 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 542,430 shares
    Change vs previous 13F -1,912 shares

    2.4% of the 13F portfolio, value $29,839,091.

    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 544,342 shares
    Change vs previous 13F -2,485 shares

    2.34% of the 13F portfolio, value $26,378,828.

    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 546,827 shares
    Change vs previous 13F -1,064 shares

    2.06% of the 13F portfolio, value $25,476,670.

    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 547,891 shares
    Change vs previous 13F -1,952 shares

    2% of the 13F portfolio, value $24,485,249.

    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 549,843 shares
    Change vs previous 13F +19,733 shares

    1.97% of the 13F portfolio, value $23,247,362.

    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 530,110 shares
    Change vs previous 13F +507,728 shares

    2.11% of the 13F portfolio, value $21,845,833.

    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 22,382 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $915,871.

    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 22,382 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $968,245.

    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).