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Disclosery

LRI Investments, LLC: TD position timeline

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

LRI Investments, LLC held 23,632 TD 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 23,632 shares
    Change vs previous 13F +36 shares

    0.23% of the 13F portfolio, value $2,869,573.

    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 23,596 shares
    Change vs previous 13F +196 shares

    0.2% of the 13F portfolio, value $2,201,696.

    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 23,400 shares
    Change vs previous 13F -265 shares

    0.18% of the 13F portfolio, value $2,204,233.

    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 23,665 shares
    Change vs previous 13F +704 shares

    0.15% of the 13F portfolio, value $1,891,977.

    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 22,961 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,686,449.

    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 22,961 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $1,376,252.

    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 22,991 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,224,014.

    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 22,991 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,301,722.

    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).