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Disclosery

LRI Investments, LLC: VAW position timeline

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

LRI Investments, LLC held 28,355 VAW 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 28,355 shares
    Change vs previous 13F -120 shares

    0.52% of the 13F portfolio, value $6,487,282.

    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 28,475 shares
    Change vs previous 13F +44 shares

    0.57% of the 13F portfolio, value $6,416,499.

    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 28,431 shares
    Change vs previous 13F +2,931 shares

    0.48% of the 13F portfolio, value $5,900,801.

    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 25,500 shares
    Change vs previous 13F +1,717 shares

    0.43% of the 13F portfolio, value $5,223,878.

    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 23,783 shares
    Change vs previous 13F +1,654 shares

    0.39% of the 13F portfolio, value $4,633,592.

    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 22,129 shares
    Change vs previous 13F +20,712 shares

    0.4% of the 13F portfolio, value $4,178,184.

    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 1,417 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $266,227.

    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 1,417 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $291,128.

    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).