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Kelman-Lazarov, Inc.: AVDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelman-Lazarov, Inc. on AVDS, newest first. How the timeline and the estimate are built.

Kelman-Lazarov, Inc. held 48,834 AVDS 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 48,834 shares
    Change vs previous 13F -524 shares

    0.48% of the 13F portfolio, value $3,675,238.

    13F-HR 0001398344-26-013958 filed by Kelman-Lazarov, Inc.
    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 49,358 shares
    Change vs previous 13F -114 shares

    0.51% of the 13F portfolio, value $3,546,381.

    13F-HR 0001398344-26-007296 filed by Kelman-Lazarov, Inc.
    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 49,472 shares
    Change vs previous 13F +324 shares

    0.49% of the 13F portfolio, value $3,453,662.

    13F-HR 0001398344-26-001181 filed by Kelman-Lazarov, Inc.
    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 49,148 shares
    Change vs previous 13F -53 shares

    0.49% of the 13F portfolio, value $3,320,136.

    13F-HR 0001398344-25-020737 filed by Kelman-Lazarov, Inc.
    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 49,201 shares
    Change vs previous 13F +6,256 shares

    0.5% of the 13F portfolio, value $3,060,615.

    13F-HR 0001398344-25-014039 filed by Kelman-Lazarov, Inc.
    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 42,945 shares
    Change vs previous 13F +12,245 shares

    0.42% of the 13F portfolio, value $2,331,914.

    13F-HR 0001398344-25-008790 filed by Kelman-Lazarov, Inc.
    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 30,700 shares
    Change vs previous 13F +9,946 shares

    0.29% of the 13F portfolio, value $1,591,129.

    13F-HR 0001398344-25-002653 filed by Kelman-Lazarov, Inc.
    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 20,754 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,169,903.

    13F-HR 0001398344-24-020340 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).