LRI Investments, LLC LAND GLADSTONE LD CORP COM

Ownership history in LRI Investments, LLC  ·  10 quarters on record

AI Ownership Summary

LRI Investments, LLC reported GLADSTONE LD CORP COM (LAND) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows LAND at 0.01% 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 LAND 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 GLADSTONE LD CORP COM, 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 Q2

LAND was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 Q2

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.

How LRI Investments, LLC held LAND — position size vs. price
% of Fund (quarterly)    LAND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 10,465 0% 0.01% $89K 2026-07-14 $8.66
2026 Q1 REDUCED 7.9% -14.3% 10,465 -900 -7.9% 0.01% $107K 2026-04-30 $9.49
2025 Q4 UNCHANGED 11,365 0% 0.01% $104K 2026-02-04 $10.81
2025 Q3 UNCHANGED 11,365 0% 0.01% $104K 2025-11-03 $8.81
2025 Q2 UNCHANGED 11,365 0% 0.01% $116K 2025-07-25 $9.21
2025 Q1 UNCHANGED 11,365 0% 0.01% $120K 2025-05-01 $9.20
2024 Q4 UNCHANGED 11,365 0% 0.01% $123K 2025-02-14 $10.71
2024 Q3 UNCHANGED 11,365 0% 0.01% $136K 2024-11-15 $10.91
2024 Q2 UNCHANGED 11,365 0% 0.02% $156K 2024-07-24 $13.32
2024 Q1 INITIATED 11,365 0.02% $149K 2024-05-14 $11.88

FAQ About LRI Investments, LLC and LAND

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 LAND?

LRI Investments, LLC reported LAND across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for LAND was 0.02% in 2024 Q1.

What is the latest reported LAND position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 10,465 shares, equal to 0.01% of portfolio, with an estimated market value of $89K.

What does the chart on this LAND ownership page compare?

The chart compares LRI Investments, LLC's quarterly LAND 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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