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LBMC INVESTMENT ADVISORS, LLC: IVE position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 41,803 IVE 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 41,803 shares
    Change vs previous 13F -175 shares

    0.51% of the 13F portfolio, value $9,491,686.

    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 41,978 shares
    Change vs previous 13F -2,327 shares

    0.54% of the 13F portfolio, value $8,863,628.

    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 44,305 shares
    Change vs previous 13F +36 shares

    0.58% of the 13F portfolio, value $9,395,833.

    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 44,269 shares
    Change vs previous 13F -144 shares

    0.58% of the 13F portfolio, value $9,142,040.

    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 44,413 shares
    Change vs previous 13F -3,521 shares

    0.62% of the 13F portfolio, value $8,679,282.

    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 47,934 shares
    Change vs previous 13F -2,687 shares

    0.71% of the 13F portfolio, value $9,135,259.

    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 50,621 shares
    Change vs previous 13F +63 shares

    0.76% of the 13F portfolio, value $9,662,450.

    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 50,558 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $9,968,454.

    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).