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Disclosery

LRI Investments, LLC: WMT position timeline

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

LRI Investments, LLC held 25,153 WMT 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 25,153 shares
    Change vs previous 13F -367 shares

    0.23% of the 13F portfolio, value $2,848,777.

    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 25,520 shares
    Change vs previous 13F +1,488 shares

    0.28% of the 13F portfolio, value $3,171,591.

    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 24,032 shares
    Change vs previous 13F -328 shares

    0.22% of the 13F portfolio, value $2,677,395.

    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 24,360 shares
    Change vs previous 13F -2,075 shares

    0.21% of the 13F portfolio, value $2,510,586.

    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 26,435 shares
    Change vs previous 13F +620 shares

    0.22% of the 13F portfolio, value $2,584,826.

    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 25,815 shares
    Change vs previous 13F -1,339 shares

    0.22% of the 13F portfolio, value $2,266,256.

    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 27,154 shares
    Change vs previous 13F +659 shares

    0.24% of the 13F portfolio, value $2,453,354.

    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 26,495 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,238,012.

    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).