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Disclosery

LRI Investments, LLC: PM position timeline

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

LRI Investments, LLC held 8,210 PM 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 8,210 shares
    Change vs previous 13F +1,247 shares

    0.12% of the 13F portfolio, value $1,485,252.

    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 6,963 shares
    Change vs previous 13F +118 shares

    0.1% of the 13F portfolio, value $1,151,224.

    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 6,845 shares
    Change vs previous 13F -1,170 shares

    0.09% of the 13F portfolio, value $1,097,917.

    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 8,015 shares
    Change vs previous 13F -29 shares

    0.11% of the 13F portfolio, value $1,300,081.

    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 8,044 shares
    Change vs previous 13F +210 shares

    0.12% of the 13F portfolio, value $1,465,100.

    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 7,834 shares
    Change vs previous 13F +844 shares

    0.12% of the 13F portfolio, value $1,243,516.

    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 6,990 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $841,285.

    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 6,990 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $896,158.

    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).