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Disclosery

LRI Investments, LLC: NU position timeline

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

LRI Investments, LLC held 21,900 NU 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 21,900 shares
    Change vs previous 13F -4,625 shares

    0.02% of the 13F portfolio, value $292,584.

    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 26,525 shares
    Change vs previous 13F -6,684 shares

    0.03% of the 13F portfolio, value $381,164.

    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 33,209 shares
    Change vs previous 13F +5,969 shares

    0.04% of the 13F portfolio, value $555,919.

    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 27,240 shares
    Change vs previous 13F -379 shares

    0.04% of the 13F portfolio, value $436,113.

    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 27,619 shares
    Change vs previous 13F +14,164 shares

    0.03% of the 13F portfolio, value $378,933.

    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 13,455 shares
    Change vs previous 13F -2,745 shares

    0.01% of the 13F portfolio, value $137,779.

    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 16,200 shares
    Change vs previous 13F -8,783 shares

    0.02% of the 13F portfolio, value $167,832.

    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 24,983 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $379,491.

    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).