LI
FLNA

LRI Investments’s Filana Therapeutics FLNA Stock Holding History

LRI Investments’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12 Hold
10
– – ﹤0.01% 1947
2026
Q1 		$17 Hold
10
– – ﹤0.01% 1410
2025
Q4 		$20 Hold
10
– – ﹤0.01% 1350
2025
Q3 		$29 Hold
10
– – ﹤0.01% 1302
2025
Q2 		$18 Hold
10
– – ﹤0.01% 1261
2025
Q1 		$15 Hold
10
– – ﹤0.01% 1206
2024
Q4 		$24 Hold
10
– – ﹤0.01% 1149
2024
Q3 		$261 Hold
10
– – ﹤0.01% 1131
2024
Q2 		$124 Hold
10
– – ﹤0.01% 1132
2024
Q1 		$203 Buy
+10
New +$230 ﹤0.01% 832

Other funds holding FLNA

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LRI Investments's FLNA Position: Q2 2026 in Review

LRI Investments held its Filana Therapeutics (FLNA) position steady in Q2 2026 at 10 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

LRI Investments first reported a position in FLNA in Q1 2024 and has held it in 10 quarters since. The position peaked at $261 in Q3 2024. 14 funds tracked by Wall St. Rank hold FLNA as of Q2 2026.

  • LRI Investments held 10 shares of Filana Therapeutics worth $12 as of Q2 2026.
  • LRI Investments left its Filana Therapeutics share count unchanged in Q2 2026.
  • Filana Therapeutics made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1947 holding.
  • LRI Investments first reported a position in Filana Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Filana Therapeutics position peaked at $261 in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Filana Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.