Skip to content

LRI Investments, LLC: RTX position timeline

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

LRI Investments, LLC held 72,271 RTX 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 72,271 shares
    Change vs previous 13F -545 shares

    1.1% of the 13F portfolio, value $13,711,899.

    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 72,816 shares
    Change vs previous 13F -3,588 shares

    1.24% of the 13F portfolio, value $14,046,225.

    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 76,404 shares
    Change vs previous 13F -959 shares

    1.13% of the 13F portfolio, value $14,012,402.

    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 77,363 shares
    Change vs previous 13F -701 shares

    1.06% of the 13F portfolio, value $12,945,162.

    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 78,064 shares
    Change vs previous 13F +753 shares

    0.97% of the 13F portfolio, value $11,398,844.

    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 77,311 shares
    Change vs previous 13F -66 shares

    0.99% of the 13F portfolio, value $10,240,581.

    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 77,377 shares
    Change vs previous 13F -166 shares

    0.86% of the 13F portfolio, value $8,954,082.

    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 77,543 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,221,365.

    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).