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Disclosery

LRI Investments, LLC: OMC position timeline

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

LRI Investments, LLC held 2,407 OMC 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 2,407 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $175,302.

    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 2,597 shares
    Change vs previous 13F +705 shares

    0.02% of the 13F portfolio, value $195,580.

    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 1,892 shares
    Change vs previous 13F +905 shares

    0.01% of the 13F portfolio, value $152,779.

    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 987 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $80,431.

    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 2,279 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $163,951.

    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 2,279 shares
    Change vs previous 13F -714 shares

    0.02% of the 13F portfolio, value $188,952.

    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 2,993 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $257,539.

    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 2,903 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $304,955.

    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).