LRI Investments, LLC: MFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on MFC, newest first. How the timeline and the estimate are built.
LRI Investments, LLC held 2,025 MFC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,025 sharesChange vs previous 13F -68 shares
0.01% of the 13F portfolio, value $82,048.
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 2,093 sharesChange vs previous 13F -310 shares
0.01% of the 13F portfolio, value $72,096.
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 2,403 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $87,195.
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 2,403 sharesChange vs previous 13F +60 shares
0.01% of the 13F portfolio, value $74,865.
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 2,343 sharesChange vs previous 13F -4,028 shares
0.01% of the 13F portfolio, value $74,895.
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 6,371 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $198,469.
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 6,371 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $195,665.
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 6,371 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $209,427.
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).