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Disclosery

LRI Investments, LLC: HEI-A position timeline

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

LRI Investments, LLC held 574 HEI-A 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 574 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $147,951.

    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 45 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $9,478.

    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 56 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $14,136.

    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 77 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,572.

    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 77 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,931.

    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 77 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,251.

    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).