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Disclosery

LRI Investments, LLC: DLS position timeline

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

LRI Investments, LLC held 193,131 DLS 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 193,131 shares
    Change vs previous 13F -243 shares

    1.3% of the 13F portfolio, value $16,182,446.

    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 193,374 shares
    Change vs previous 13F -2,383 shares

    1.4% of the 13F portfolio, value $15,759,981.

    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 195,757 shares
    Change vs previous 13F -3,905 shares

    1.28% of the 13F portfolio, value $15,858,275.

    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 199,662 shares
    Change vs previous 13F -692 shares

    1.3% of the 13F portfolio, value $15,875,126.

    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 200,354 shares
    Change vs previous 13F -1,996 shares

    1.28% of the 13F portfolio, value $15,048,589.

    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 202,350 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $13,355,505.

    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 202,350 shares
    Change vs previous 13F -166 shares

    1.23% of the 13F portfolio, value $12,737,933.

    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 202,516 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $12,879,511.

    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).