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Disclosery

LRI Investments, LLC: T position timeline

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

LRI Investments, LLC held 19,480 T 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 19,480 shares
    Change vs previous 13F +2,418 shares

    0.03% of the 13F portfolio, value $403,232.

    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 17,062 shares
    Change vs previous 13F +1,342 shares

    0.04% of the 13F portfolio, value $494,636.

    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 15,720 shares
    Change vs previous 13F -16,670 shares

    0.03% of the 13F portfolio, value $390,479.

    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 32,390 shares
    Change vs previous 13F +2,012 shares

    0.07% of the 13F portfolio, value $914,693.

    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 30,378 shares
    Change vs previous 13F -2,265 shares

    0.07% of the 13F portfolio, value $879,139.

    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 32,643 shares
    Change vs previous 13F +1,858 shares

    0.09% of the 13F portfolio, value $923,144.

    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 30,785 shares
    Change vs previous 13F +299 shares

    0.07% of the 13F portfolio, value $700,974.

    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 30,486 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $678,314.

    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).