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Disclosery

LRI Investments, LLC: TRV position timeline

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

LRI Investments, LLC held 6,554 TRV 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 6,554 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $2,163,687.

    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 6,571 shares
    Change vs previous 13F +240 shares

    0.17% of the 13F portfolio, value $1,916,700.

    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 6,331 shares
    Change vs previous 13F +70 shares

    0.15% of the 13F portfolio, value $1,836,440.

    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 6,261 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $1,748,265.

    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 6,212 shares
    Change vs previous 13F -42 shares

    0.14% of the 13F portfolio, value $1,662,024.

    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 6,254 shares
    Change vs previous 13F -110 shares

    0.16% of the 13F portfolio, value $1,653,998.

    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 6,364 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,533,083.

    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 6,364 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,632,556.

    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).