Skip to content
Disclosery

LBMC INVESTMENT ADVISORS, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LBMC INVESTMENT ADVISORS, LLC on BRK-B, newest first. How the timeline and the estimate are built.

LBMC INVESTMENT ADVISORS, LLC held 12,026 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,026 shares
    Change vs previous 13F -525 shares

    0.33% of the 13F portfolio, value $6,017,691.

    13F-HR 0001172661-26-003190 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,551 shares
    Change vs previous 13F -20 shares

    0.37% of the 13F portfolio, value $6,014,440.

    13F-HR 0001172661-26-001936 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,571 shares
    Change vs previous 13F +1,000 shares

    0.39% of the 13F portfolio, value $6,318,814.

    13F-HR 0001172661-26-000676 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,571 shares
    Change vs previous 13F +625 shares

    0.37% of the 13F portfolio, value $5,817,205.

    13F-HR 0001214659-25-014727 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,946 shares
    Change vs previous 13F +500 shares

    0.38% of the 13F portfolio, value $5,317,238.

    13F-HR 0001214659-25-010206 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,446 shares
    Change vs previous 13F +245 shares

    0.43% of the 13F portfolio, value $5,563,331.

    13F-HR 0001214659-25-005648 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,201 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $4,623,909.

    13F-HR 0001214659-25-000798 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,201 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,695,112.

    13F-HR 0001214659-24-017274 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).