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Disclosery

LRI Investments, LLC: SPY position timeline

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

LRI Investments, LLC held 9,725 SPY 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 9,725 shares
    Change vs previous 13F +25 shares

    0.58% of the 13F portfolio, value $7,262,175.

    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 9,700 shares
    Change vs previous 13F +37 shares

    0.56% of the 13F portfolio, value $6,308,601.

    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 9,663 shares
    Change vs previous 13F -36 shares

    0.53% of the 13F portfolio, value $6,589,534.

    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 9,699 shares
    Change vs previous 13F +110 shares

    0.53% of the 13F portfolio, value $6,460,996.

    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 9,589 shares
    Change vs previous 13F -177 shares

    0.5% of the 13F portfolio, value $5,924,759.

    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 9,766 shares
    Change vs previous 13F +462 shares

    0.53% of the 13F portfolio, value $5,463,013.

    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 9,304 shares
    Change vs previous 13F -899 shares

    0.53% of the 13F portfolio, value $5,452,899.

    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 10,203 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,054,213.

    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).