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Disclosery

LRI Investments, LLC: SCHW position timeline

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

LRI Investments, LLC held 2,158 SCHW 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 2,158 shares
    Change vs previous 13F -2,498 shares

    0.02% of the 13F portfolio, value $199,138.

    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 4,656 shares
    Change vs previous 13F +1,310 shares

    0.04% of the 13F portfolio, value $437,546.

    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 3,346 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $334,250.

    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 3,271 shares
    Change vs previous 13F -437 shares

    0.03% of the 13F portfolio, value $312,271.

    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 3,708 shares
    Change vs previous 13F +1,419 shares

    0.03% of the 13F portfolio, value $338,303.

    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 2,289 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $179,183.

    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 2,271 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $168,077.

    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 2,271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $182,111.

    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).