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LBMC INVESTMENT ADVISORS, LLC: IBHG position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 1,772,416 IBHG 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 1,772,416 shares
    Change vs previous 13F +155,798 shares

    2.12% of the 13F portfolio, value $39,134,946.

    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 1,616,618 shares
    Change vs previous 13F +41,965 shares

    2.18% of the 13F portfolio, value $35,775,749.

    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 1,574,653 shares
    Change vs previous 13F +115,957 shares

    2.16% of the 13F portfolio, value $35,146,252.

    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 1,458,696 shares
    Change vs previous 13F +293,075 shares

    2.09% of the 13F portfolio, value $32,806,067.

    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 1,165,621 shares
    Change vs previous 13F +308,502 shares

    1.87% of the 13F portfolio, value $26,273,102.

    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 857,119 shares
    Change vs previous 13F +316,705 shares

    1.5% of the 13F portfolio, value $19,135,175.

    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 540,414 shares
    Change vs previous 13F +193,264 shares

    0.95% of the 13F portfolio, value $12,018,818.

    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 347,150 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,845,589.

    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).