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Kelman-Lazarov, Inc.: BIV position timeline

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

Kelman-Lazarov, Inc. held 38,005 BIV 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 38,005 shares
    Change vs previous 13F -350 shares

    0.38% of the 13F portfolio, value $2,915,005.

    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 38,355 shares
    Change vs previous 13F -4,182 shares

    0.42% of the 13F portfolio, value $2,960,215.

    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 42,537 shares
    Change vs previous 13F +1,570 shares

    0.47% of the 13F portfolio, value $3,312,785.

    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 40,967 shares
    Change vs previous 13F -2,086 shares

    0.47% of the 13F portfolio, value $3,199,083.

    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 43,053 shares
    Change vs previous 13F -1,805 shares

    0.54% of the 13F portfolio, value $3,329,734.

    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 44,858 shares
    Change vs previous 13F +1,715 shares

    0.62% of the 13F portfolio, value $3,434,778.

    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 43,143 shares
    Change vs previous 13F -2,006 shares

    0.58% of the 13F portfolio, value $3,224,076.

    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 45,149 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,538,327.

    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).