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Disclosery

LRI Investments, LLC: IBKR position timeline

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

LRI Investments, LLC held 1,226 IBKR 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 1,226 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $106,743.

    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 1,134 shares
    Change vs previous 13F -2,362 shares

    0.01% of the 13F portfolio, value $76,084.

    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 3,496 shares
    Change vs previous 13F +236 shares

    0.02% of the 13F portfolio, value $224,805.

    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 3,260 shares
    Change vs previous 13F -893 shares

    0.02% of the 13F portfolio, value $224,312.

    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 4,153 shares
    Change vs previous 13F +3,279 shares

    0.02% of the 13F portfolio, value $230,117.

    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 874 shares
    Change vs previous 13F -772 shares

    0.01% of the 13F portfolio, value $144,677.

    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 1,646 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $290,884.

    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 1,646 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $292,909.

    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).