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Disclosery

LRI Investments, LLC: MSFT position timeline

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

LRI Investments, LLC held 53,986 MSFT 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 53,986 shares
    Change vs previous 13F +1,261 shares

    0.83% of the 13F portfolio, value $10,333,000.

    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 52,725 shares
    Change vs previous 13F -1,241 shares

    0.87% of the 13F portfolio, value $9,787,208.

    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 53,966 shares
    Change vs previous 13F -1,450 shares

    1.08% of the 13F portfolio, value $13,379,341.

    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 55,416 shares
    Change vs previous 13F +228 shares

    1.23% of the 13F portfolio, value $15,078,006.

    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 55,188 shares
    Change vs previous 13F +837 shares

    1.22% of the 13F portfolio, value $14,367,520.

    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 54,351 shares
    Change vs previous 13F -966 shares

    1.02% of the 13F portfolio, value $10,535,236.

    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 55,317 shares
    Change vs previous 13F -358 shares

    1.18% of the 13F portfolio, value $12,233,293.

    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 55,675 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $12,542,438.

    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).