Skip to content
Disclosery

LBMC INVESTMENT ADVISORS, LLC: IDU position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 107,355 IDU 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 107,355 shares
    Change vs previous 13F +470 shares

    0.67% of the 13F portfolio, value $12,303,942.

    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 106,885 shares
    Change vs previous 13F -3,420 shares

    0.76% of the 13F portfolio, value $12,410,380.

    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 110,305 shares
    Change vs previous 13F -404 shares

    0.74% of the 13F portfolio, value $11,952,597.

    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 110,709 shares
    Change vs previous 13F -2,135 shares

    0.78% of the 13F portfolio, value $12,277,640.

    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 112,844 shares
    Change vs previous 13F -983 shares

    0.84% of the 13F portfolio, value $11,800,048.

    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 113,827 shares
    Change vs previous 13F +191 shares

    0.9% of the 13F portfolio, value $11,544,381.

    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 113,636 shares
    Change vs previous 13F -2,394 shares

    0.86% of the 13F portfolio, value $10,932,907.

    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 116,030 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $11,837,420.

    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).