Position in TAP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$20,219
-$454 QoQ
Shares Held
519
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 612 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $103,145 across 6 Beverages - Brewers names. TAP ranks #2 (19.6% of the industry book) .
All Filings in TAP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,219 | 519 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $20,673 | 422 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $18,506 | 398 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,250 | 398 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,091 | 397 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,772 | 300 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,178 | 300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,478 | 300 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $15,249 | 300 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,310 | 300 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||