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Disclosery

LRI Investments, LLC: DWM position timeline

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

LRI Investments, LLC held 386,413 DWM 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 386,413 shares
    Change vs previous 13F -133 shares

    2.28% of the 13F portfolio, value $28,290,957.

    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 386,546 shares
    Change vs previous 13F 0 shares

    2.39% of the 13F portfolio, value $27,015,932.

    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 386,546 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $26,578,903.

    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 386,546 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $25,596,264.

    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 386,546 shares
    Change vs previous 13F -3,000 shares

    2.09% of the 13F portfolio, value $24,568,864.

    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 389,546 shares
    Change vs previous 13F -1,105 shares

    2.19% of the 13F portfolio, value $22,654,009.

    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 390,651 shares
    Change vs previous 13F 0 shares

    1.98% of the 13F portfolio, value $20,585,354.

    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 390,651 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $21,005,304.

    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).