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Disclosery

LRI Investments, LLC: META position timeline

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

LRI Investments, LLC held 34,945 META 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 34,945 shares
    Change vs previous 13F -370 shares

    0.38% of the 13F portfolio, value $4,732,552.

    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 35,315 shares
    Change vs previous 13F +1,542 shares

    0.44% of the 13F portfolio, value $5,018,185.

    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 33,773 shares
    Change vs previous 13F -150 shares

    0.39% of the 13F portfolio, value $4,767,831.

    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 33,923 shares
    Change vs previous 13F +148 shares

    0.44% of the 13F portfolio, value $5,411,578.

    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 33,775 shares
    Change vs previous 13F -54 shares

    0.45% of the 13F portfolio, value $5,329,626.

    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 33,829 shares
    Change vs previous 13F +351 shares

    0.41% of the 13F portfolio, value $4,198,603.

    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 33,478 shares
    Change vs previous 13F -53 shares

    0.39% of the 13F portfolio, value $4,059,566.

    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 33,531 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,032,642.

    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).