LRI Investments, LLC: VGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on VGT, newest first. How the timeline and the estimate are built.
LRI Investments, LLC held 4,360 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,360 sharesChange vs previous 13F +3,815 shares
0.04% of the 13F portfolio, value $521,107.
13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $380,257.
13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $410,810.
13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $406,913.
13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $361,488.
13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $295,597.
13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 545 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $338,881.
13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 545 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $336,799.
13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).