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Disclosery

LRI Investments, LLC: SPGI position timeline

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

LRI Investments, LLC held 17,749 SPGI 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 17,749 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $139,097.

    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 17,777 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $156,384.

    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 17,537 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $62,725.

    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 17,534 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $57,794.

    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 17,538 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $63,772.

    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 17,517 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $51,248.

    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 17,488 shares
    Change vs previous 13F 0 shares

    13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,488 shares
    Change vs previous 13F not available

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).