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LRI Investments, LLC: NVO position timeline

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

LRI Investments, LLC held 6,877 NVO 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 6,877 shares
    Change vs previous 13F +3,393 shares

    0.03% of the 13F portfolio, value $329,691.

    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 3,484 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $128,044.

    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 3,194 shares
    Change vs previous 13F -2,196 shares

    0.01% of the 13F portfolio, value $162,519.

    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 5,390 shares
    Change vs previous 13F -6,248 shares

    0.02% of the 13F portfolio, value $299,101.

    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 11,638 shares
    Change vs previous 13F -1,910 shares

    0.07% of the 13F portfolio, value $803,267.

    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 13,548 shares
    Change vs previous 13F +488 shares

    0.09% of the 13F portfolio, value $940,786.

    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 13,060 shares
    Change vs previous 13F +176 shares

    0.11% of the 13F portfolio, value $1,123,436.

    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 12,884 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,356,962.

    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).