LRI Investments, LLC KBA — KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF

Ownership history in LRI Investments, LLC  ·  9 quarters on record

AI Ownership Summary

LRI Investments, LLC reported KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF (KBA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows KBA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, LLC's position in KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KBA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KBA stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held KBA — position size vs. price
% of Fund (quarterly)    KBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 212 — 0% 0.00% $6K 2026-04-30 $33.52
2025 Q4 UNCHANGED — — — 212 — 0% 0.00% $7K 2026-02-04 $30.43
2025 Q3 UNCHANGED — — — 212 — 0% 0.00% $6K 2025-11-03 $29.88
2025 Q2 UNCHANGED — — — 212 — 0% 0.00% $5K 2025-07-25 $25.11
2025 Q1 UNCHANGED — — — 212 — 0% 0.00% $5K 2025-05-01 $22.47
2024 Q4 UNCHANGED — — — 212 — 0% 0.00% $5K 2025-02-14 $23.70
2024 Q3 UNCHANGED — — — 212 — 0% 0.00% $5K 2024-11-15 $23.42
2024 Q2 UNCHANGED — — — 212 — 0% 0.00% $5K 2024-07-24 $20.92
2024 Q1 INITIATED — — — 212 — — 0.00% $5K 2024-05-14 $21.67

🏢 Other funds also holding KBA

As of 2026 Q1 — sorted by position size

Spectrum Strategic Capital Management, LLC 0.9% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.3% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.23% Delos Wealth Advisors, LLC 3Y 0.21% Fielder Capital Group LLC 0.07% Ascentis Independent Advisors 3Y 0.05% Stablepoint Partners, LLC 0.04% Ascentis Wealth Management, LLC 0.03% Phoenix Financial Ltd. 3Y 0.01% Harbor Asset Planning, Inc. 0.01%

FAQ About LRI Investments, LLC and KBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has LRI Investments, LLC reported owning KBA?

LRI Investments, LLC reported KBA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KBA position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for KBA was 0.00% in 2024 Q1.

What is the latest reported KBA position on this page?

The most recent filing on this page is 2026 Q1, when LRI Investments, LLC reported 212 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this KBA ownership page compare?

The chart compares LRI Investments, LLC's quarterly KBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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