Skip to content
Disclosery

LBMC INVESTMENT ADVISORS, LLC: IWM position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 702,868 IWM 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 702,868 shares
    Change vs previous 13F -1,941 shares

    11.44% of the 13F portfolio, value $211,176,801.

    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 704,809 shares
    Change vs previous 13F -4,465 shares

    10.66% of the 13F portfolio, value $174,792,616.

    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 709,274 shares
    Change vs previous 13F +5,013 shares

    10.74% of the 13F portfolio, value $174,594,860.

    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 704,261 shares
    Change vs previous 13F +2,765 shares

    10.86% of the 13F portfolio, value $170,402,883.

    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 701,496 shares
    Change vs previous 13F -8,691 shares

    10.8% of the 13F portfolio, value $151,375,917.

    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 710,187 shares
    Change vs previous 13F -4,686 shares

    11.07% of the 13F portfolio, value $141,675,111.

    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 714,873 shares
    Change vs previous 13F +5,608 shares

    12.45% of the 13F portfolio, value $157,958,440.

    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 709,265 shares
    Change vs previous 13F not available

    12.38% of the 13F portfolio, value $156,669,617.

    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).