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Disclosery

LRI Investments, LLC: VCRB position timeline

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

LRI Investments, LLC held 4,481 VCRB 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 4,481 shares
    Change vs previous 13F +738 shares

    0.03% of the 13F portfolio, value $346,103.

    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 3,743 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $289,597.

    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 3,666 shares
    Change vs previous 13F -348 shares

    0.02% of the 13F portfolio, value $285,569.

    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 4,014 shares
    Change vs previous 13F +1,400 shares

    0.03% of the 13F portfolio, value $314,738.

    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 2,614 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $202,794.

    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 2,677 shares
    Change vs previous 13F +336 shares

    0.02% of the 13F portfolio, value $207,280.

    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 2,341 shares
    Change vs previous 13F +1,034 shares

    0.02% of the 13F portfolio, value $177,471.

    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 1,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $99,999.

    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).