Skip to content
Disclosery

LRI Investments, LLC: SMG position timeline

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

LRI Investments, LLC held 1,378 SMG 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 1,378 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $93,856.

    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 1,375 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $83,614.

    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 1,375 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $80,231.

    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 1,375 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $78,306.

    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 1,650 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $108,834.

    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 1,673 shares
    Change vs previous 13F -1,736 shares

    0.01% of the 13F portfolio, value $91,809.

    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 3,409 shares
    Change vs previous 13F +1,469 shares

    0.02% of the 13F portfolio, value $226,165.

    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 1,940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $144,505.

    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).