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Disclosery

LRI Investments, LLC: JEPQ position timeline

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

LRI Investments, LLC held 27,900 JEPQ 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 27,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,714,734.

    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 27,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,549,008.

    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 27,900 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,621,548.

    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 27,900 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,604,808.

    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 27,900 shares
    Change vs previous 13F +3,000 shares

    0.13% of the 13F portfolio, value $1,517,760.

    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 24,900 shares
    Change vs previous 13F +1,900 shares

    0.12% of the 13F portfolio, value $1,289,322.

    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 23,000 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,296,740.

    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 23,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,300,190.

    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).