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Disclosery

LRI Investments, LLC: VNQ position timeline

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

LRI Investments, LLC held 163,496 VNQ 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 163,496 shares
    Change vs previous 13F -1,288 shares

    1.27% of the 13F portfolio, value $15,765,919.

    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 164,784 shares
    Change vs previous 13F -3,473 shares

    1.29% of the 13F portfolio, value $14,616,341.

    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 168,257 shares
    Change vs previous 13F +15,477 shares

    1.2% of the 13F portfolio, value $14,889,062.

    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 152,780 shares
    Change vs previous 13F -416 shares

    1.14% of the 13F portfolio, value $13,967,148.

    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 153,196 shares
    Change vs previous 13F -2,738 shares

    1.16% of the 13F portfolio, value $13,643,636.

    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 155,934 shares
    Change vs previous 13F +16,421 shares

    1.36% of the 13F portfolio, value $14,118,264.

    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 139,513 shares
    Change vs previous 13F +461 shares

    1.2% of the 13F portfolio, value $12,427,818.

    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 139,052 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $13,036,125.

    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).