LRI Investments, LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on GIS, newest first. How the timeline and the estimate are built.
LRI Investments, LLC held 5,222 GIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,222 sharesChange vs previous 13F +1,829 shares
0.01% of the 13F portfolio, value $181,710.
13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,393 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $126,271.
13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,393 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $157,754.
13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,393 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $171,053.
13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,393 sharesChange vs previous 13F -200 shares
0.01% of the 13F portfolio, value $175,768.
13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,593 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $214,799.
13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,593 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $229,097.
13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,593 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $232,474.
13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).