Skip to content
Disclosery

Kelman-Lazarov, Inc.: AVSU position timeline

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

Kelman-Lazarov, Inc. held 21,187 AVSU 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 21,187 shares
    Change vs previous 13F +128 shares

    0.25% of the 13F portfolio, value $1,875,489.

    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 21,059 shares
    Change vs previous 13F +1,522 shares

    0.22% of the 13F portfolio, value $1,556,751.

    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 19,537 shares
    Change vs previous 13F +7,540 shares

    0.21% of the 13F portfolio, value $1,490,695.

    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 11,997 shares
    Change vs previous 13F +1,159 shares

    0.13% of the 13F portfolio, value $882,616.

    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 10,838 shares
    Change vs previous 13F -394 shares

    0.12% of the 13F portfolio, value $743,505.

    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 11,232 shares
    Change vs previous 13F +491 shares

    0.13% of the 13F portfolio, value $700,453.

    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 10,741 shares
    Change vs previous 13F +756 shares

    0.13% of the 13F portfolio, value $710,213.

    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 9,985 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $652,021.

    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).