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Disclosery

LRI Investments, LLC: WFC position timeline

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

LRI Investments, LLC held 26,002 WFC 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 26,002 shares
    Change vs previous 13F +1,449 shares

    0.17% of the 13F portfolio, value $2,148,816.

    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 24,553 shares
    Change vs previous 13F -1,535 shares

    0.17% of the 13F portfolio, value $1,954,675.

    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 26,088 shares
    Change vs previous 13F -196 shares

    0.2% of the 13F portfolio, value $2,431,414.

    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 26,284 shares
    Change vs previous 13F +18,628 shares

    0.18% of the 13F portfolio, value $2,203,135.

    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 7,656 shares
    Change vs previous 13F +966 shares

    0.05% of the 13F portfolio, value $613,373.

    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 6,690 shares
    Change vs previous 13F -246 shares

    0.05% of the 13F portfolio, value $480,285.

    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 6,936 shares
    Change vs previous 13F -257 shares

    0.05% of the 13F portfolio, value $487,193.

    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 7,193 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $523,660.

    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).