LRI Investments, LLC WOOD — ISHARES GLOBAL TIMBER & FORESTRY ETF

Ownership history in LRI Investments, LLC  ·  8 quarters on record

AI Ownership Summary

LRI Investments, LLC reported ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows WOOD 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 WOOD 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 ISHARES GLOBAL TIMBER & FORESTRY 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

WOOD stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held WOOD — position size vs. price
% of Fund (quarterly)    WOOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 362 — 0% 0.00% $24K 2026-07-14 $67.76
2026 Q1 UNCHANGED — — — 362 — 0% 0.00% $26K 2026-04-30 $67.83
2025 Q4 UNCHANGED — — — 362 — 0% 0.00% $26K 2026-02-04 $76.74
2025 Q3 REDUCED 42.4% -0.5% ✅ 362 -267 -42.4% 0.00% $27K 2025-11-03 $67.02
2025 Q2 ADDED — — — 629 +4 +0.6% 0.00% $46K 2025-07-25 $74.53
2025 Q1 ADDED — — — 625 +267 +74.6% 0.00% $47K 2025-05-01 $69.81
2024 Q4 ADDED — — — 358 +1 +0.3% 0.00% $27K 2025-02-14 $77.24
2024 Q3 INITIATED — — — 357 — — 0.00% $28K 2024-11-15 $75.76

🏢 Other funds also holding WOOD

As of 2026 Q2 — sorted by position size

Comprehensive Money Management Services LLC 1.53% Lynx Investment Advisory 0.69% Alliance Wealth Advisors, LLC /UT 3Y 0.32% Endowment Wealth Management, Inc. 3Y 0.22% Cordoba Advisory Partners LLC 0.13% ECLECTIC ASSOCIATES INC /ADV 3Y 0.11% Breakwater Investment Management 0.09% FLOW TRADERS U.S. LLC 3Y 7Y 0.08% Stamos Capital Partners, L.P. 3Y 7Y 0.08% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.06%

FAQ About LRI Investments, LLC and WOOD

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 WOOD?

LRI Investments, LLC reported WOOD across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for WOOD was 0.00% in 2025 Q1.

What is the latest reported WOOD position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 362 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this WOOD ownership page compare?

The chart compares LRI Investments, LLC's quarterly WOOD 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.

How well did LRI Investments, LLC time their WOOD position?

Based on 13F filing dates vs. subsequent WOOD price moves, LRI Investments, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WOOD relative to SPY over the holding period was +422.8%.

← Back to LRI Investments, LLC Holdings