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Kelman-Lazarov, Inc.: EPS position timeline

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

Kelman-Lazarov, Inc. held 6,495 EPS 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 6,495 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $505,246.

    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 6,495 shares
    Change vs previous 13F +2,598 shares

    0.06% of the 13F portfolio, value $442,374.

    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 3,897 shares
    Change vs previous 13F -2,100 shares

    0.04% of the 13F portfolio, value $276,141.

    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 5,997 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $413,433.

    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).