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LBMC INVESTMENT ADVISORS, LLC: IBMO position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 520,304 IBMO 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 520,304 shares
    Change vs previous 13F -4,839 shares

    0.72% of the 13F portfolio, value $13,340,649.

    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 525,143 shares
    Change vs previous 13F +9,413 shares

    0.82% of the 13F portfolio, value $13,459,426.

    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 515,730 shares
    Change vs previous 13F +51,650 shares

    0.81% of the 13F portfolio, value $13,221,775.

    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 464,080 shares
    Change vs previous 13F +52,153 shares

    0.76% of the 13F portfolio, value $11,908,299.

    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 411,927 shares
    Change vs previous 13F +45,434 shares

    0.75% of the 13F portfolio, value $10,554,796.

    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 366,493 shares
    Change vs previous 13F +36,694 shares

    0.73% of the 13F portfolio, value $9,367,552.

    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 329,799 shares
    Change vs previous 13F +13,890 shares

    0.66% of the 13F portfolio, value $8,396,678.

    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 315,909 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,104,648.

    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).