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Disclosery

LRI Investments, LLC: VTI position timeline

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

LRI Investments, LLC held 15,832 VTI 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 15,832 shares
    Change vs previous 13F +4 shares

    0.47% of the 13F portfolio, value $5,858,526.

    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 15,828 shares
    Change vs previous 13F +1,505 shares

    0.45% of the 13F portfolio, value $5,077,670.

    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 14,323 shares
    Change vs previous 13F +159 shares

    0.39% of the 13F portfolio, value $4,801,969.

    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 14,164 shares
    Change vs previous 13F +5 shares

    0.38% of the 13F portfolio, value $4,648,192.

    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 14,159 shares
    Change vs previous 13F +334 shares

    0.37% of the 13F portfolio, value $4,303,437.

    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 13,825 shares
    Change vs previous 13F +2,517 shares

    0.37% of the 13F portfolio, value $3,799,747.

    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 11,308 shares
    Change vs previous 13F +1,520 shares

    0.32% of the 13F portfolio, value $3,277,124.

    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 9,788 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,878,038.

    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).