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Disclosery

LRI Investments, LLC: USMV position timeline

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

LRI Investments, LLC held 197 USMV 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 197 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $18,979.

    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 246 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $22,768.

    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 257 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $24,199.

    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 324 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $30,825.

    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 338 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $31,728.

    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 357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,437.

    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).