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Disclosery

LRI Investments, LLC: TSLA position timeline

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

LRI Investments, LLC held 5,963 TSLA 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 5,963 shares
    Change vs previous 13F +1,484 shares

    0.2% of the 13F portfolio, value $2,507,890.

    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 4,479 shares
    Change vs previous 13F -218 shares

    0.15% of the 13F portfolio, value $1,665,129.

    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 4,697 shares
    Change vs previous 13F +714 shares

    0.17% of the 13F portfolio, value $2,112,327.

    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 3,983 shares
    Change vs previous 13F +227 shares

    0.14% of the 13F portfolio, value $1,771,232.

    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 3,756 shares
    Change vs previous 13F +754 shares

    0.1% of the 13F portfolio, value $1,192,985.

    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 3,002 shares
    Change vs previous 13F +1,332 shares

    0.08% of the 13F portfolio, value $777,920.

    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 1,670 shares
    Change vs previous 13F +349 shares

    0.06% of the 13F portfolio, value $674,544.

    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 1,321 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $411,076.

    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).