LRI Investments, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Palm Beach Gardens, FL
CIK
0002023325
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 1,138 878,669 ARES, DFAC, DFAX, DLN 13F-HR 7/24/2024 000202332524000002
Q1 2024 848 395,966 DFAC, DFAX, AGO, DLN RESTATEMENT 5/21/2024 000202332524000001
Additional filings from LRI Investments, LLC that have since been restated