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Disclosery

LRI Investments, LLC: WPC position timeline

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

LRI Investments, LLC held 13,143 WPC 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 13,143 shares
    Change vs previous 13F -389 shares

    0.08% of the 13F portfolio, value $939,753.

    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 13,532 shares
    Change vs previous 13F -600 shares

    0.08% of the 13F portfolio, value $919,662.

    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 14,132 shares
    Change vs previous 13F -177 shares

    0.07% of the 13F portfolio, value $909,561.

    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 14,309 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $966,886.

    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 14,918 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $930,610.

    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 14,918 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $941,500.

    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 14,911 shares
    Change vs previous 13F -4,603 shares

    0.08% of the 13F portfolio, value $812,373.

    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 19,514 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,070,365.

    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).