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Kelman-Lazarov, Inc.: BOND position timeline

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

Kelman-Lazarov, Inc. held 266,083 BOND 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 266,083 shares
    Change vs previous 13F +3,794 shares

    3.21% of the 13F portfolio, value $24,535,536.

    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 262,289 shares
    Change vs previous 13F +2,015 shares

    3.47% of the 13F portfolio, value $24,204,058.

    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 260,274 shares
    Change vs previous 13F +8,976 shares

    3.46% of the 13F portfolio, value $24,226,293.

    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 251,298 shares
    Change vs previous 13F +11,436 shares

    3.48% of the 13F portfolio, value $23,458,632.

    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 239,862 shares
    Change vs previous 13F -6,453 shares

    3.58% of the 13F portfolio, value $22,110,525.

    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 246,315 shares
    Change vs previous 13F +11,385 shares

    4.13% of the 13F portfolio, value $22,776,764.

    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 234,930 shares
    Change vs previous 13F +4,281 shares

    3.82% of the 13F portfolio, value $21,242,371.

    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 230,649 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $21,821,707.

    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).