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Disclosery

LRI Investments, LLC: SYK position timeline

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

LRI Investments, LLC held 278 SYK 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 278 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $87,382.

    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 288 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $94,790.

    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 508 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $178,413.

    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 508 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $187,650.

    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 507 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $200,728.

    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 494 shares
    Change vs previous 13F +154 shares

    0.02% of the 13F portfolio, value $184,027.

    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 340 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $122,473.

    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 340 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $130,375.

    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).