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Disclosery

LRI Investments, LLC: PEP position timeline

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

LRI Investments, LLC held 6,775 PEP 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 6,775 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $917,272.

    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 6,693 shares
    Change vs previous 13F -2,603 shares

    0.09% of the 13F portfolio, value $1,039,280.

    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 9,296 shares
    Change vs previous 13F -91 shares

    0.11% of the 13F portfolio, value $1,334,228.

    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 9,387 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $1,318,375.

    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 9,398 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $1,240,970.

    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 9,380 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $1,406,499.

    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 9,457 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,437,967.

    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 9,457 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,561,753.

    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).