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Disclosery

LRI Investments, LLC: VDE position timeline

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

LRI Investments, LLC held 35,822 VDE 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 35,822 shares
    Change vs previous 13F -94 shares

    0.43% of the 13F portfolio, value $5,377,970.

    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 35,916 shares
    Change vs previous 13F +159 shares

    0.55% of the 13F portfolio, value $6,214,920.

    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 35,757 shares
    Change vs previous 13F +3,296 shares

    0.36% of the 13F portfolio, value $4,502,533.

    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 32,461 shares
    Change vs previous 13F +3,123 shares

    0.33% of the 13F portfolio, value $4,085,553.

    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 29,338 shares
    Change vs previous 13F +2,568 shares

    0.3% of the 13F portfolio, value $3,494,753.

    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 26,770 shares
    Change vs previous 13F +26,328 shares

    0.34% of the 13F portfolio, value $3,472,356.

    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 442 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $53,661.

    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 440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $58,391.

    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).