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Disclosery

LRI Investments, LLC: DISV position timeline

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

LRI Investments, LLC held 414,353 DISV 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 414,353 shares
    Change vs previous 13F -4,232 shares

    1.34% of the 13F portfolio, value $16,627,966.

    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 418,585 shares
    Change vs previous 13F -5,096 shares

    1.46% of the 13F portfolio, value $16,508,992.

    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 423,681 shares
    Change vs previous 13F -12,921 shares

    1.3% of the 13F portfolio, value $16,099,878.

    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 436,602 shares
    Change vs previous 13F -3,042 shares

    1.28% of the 13F portfolio, value $15,582,325.

    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 439,644 shares
    Change vs previous 13F -5,437 shares

    1.23% of the 13F portfolio, value $14,468,684.

    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 445,081 shares
    Change vs previous 13F -38,284 shares

    1.25% of the 13F portfolio, value $12,960,759.

    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 483,365 shares
    Change vs previous 13F +5,090 shares

    1.24% of the 13F portfolio, value $12,843,008.

    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 478,275 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $12,793,856.

    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).