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LBMC INVESTMENT ADVISORS, LLC: IBHL position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 164,572 IBHL 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 164,572 shares
    Change vs previous 13F +23,221 shares

    0.23% of the 13F portfolio, value $4,182,610.

    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 141,351 shares
    Change vs previous 13F +21,431 shares

    0.22% of the 13F portfolio, value $3,569,112.

    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 119,920 shares
    Change vs previous 13F +87,753 shares

    0.19% of the 13F portfolio, value $3,085,447.

    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 32,167 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $830,221.

    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).