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Kelman-Lazarov, Inc.: BSV position timeline

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

Kelman-Lazarov, Inc. held 276,323 BSV 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 276,323 shares
    Change vs previous 13F +9,263 shares

    2.82% of the 13F portfolio, value $21,528,349.

    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 267,060 shares
    Change vs previous 13F +659 shares

    3% of the 13F portfolio, value $20,940,164.

    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 266,401 shares
    Change vs previous 13F +12,009 shares

    3% of the 13F portfolio, value $20,995,091.

    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 254,392 shares
    Change vs previous 13F +11,488 shares

    2.98% of the 13F portfolio, value $20,074,059.

    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 242,904 shares
    Change vs previous 13F -1,612 shares

    3.1% of the 13F portfolio, value $19,116,583.

    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 244,516 shares
    Change vs previous 13F +7,883 shares

    3.47% of the 13F portfolio, value $19,140,706.

    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 236,633 shares
    Change vs previous 13F +2,210 shares

    3.29% of the 13F portfolio, value $18,284,632.

    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 234,423 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $18,446,707.

    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).