Skip to content
Disclosery

LRI Investments, LLC: VIG position timeline

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

LRI Investments, LLC held 10,093 VIG 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 10,093 shares
    Change vs previous 13F -25 shares

    0.19% of the 13F portfolio, value $2,388,206.

    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 10,118 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $2,175,977.

    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 10,218 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $2,245,712.

    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 10,118 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $2,183,363.

    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 10,124 shares
    Change vs previous 13F -11 shares

    0.18% of the 13F portfolio, value $2,072,079.

    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 10,135 shares
    Change vs previous 13F +413 shares

    0.19% of the 13F portfolio, value $1,966,089.

    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 9,722 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,903,859.

    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 9,722 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,946,539.

    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).