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Kelman-Lazarov, Inc.: FNDA position timeline

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

Kelman-Lazarov, Inc. held 67,948 FNDA 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 67,948 shares
    Change vs previous 13F -271 shares

    0.34% of the 13F portfolio, value $2,586,100.

    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 68,219 shares
    Change vs previous 13F -1,186 shares

    0.32% of the 13F portfolio, value $2,212,351.

    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 69,405 shares
    Change vs previous 13F -787 shares

    0.31% of the 13F portfolio, value $2,186,937.

    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 70,192 shares
    Change vs previous 13F +1,168 shares

    0.32% of the 13F portfolio, value $2,187,182.

    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 69,024 shares
    Change vs previous 13F +2,245 shares

    0.32% of the 13F portfolio, value $1,977,533.

    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 66,779 shares
    Change vs previous 13F -247 shares

    0.33% of the 13F portfolio, value $1,829,071.

    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 67,026 shares
    Change vs previous 13F +33,833 shares

    0.36% of the 13F portfolio, value $1,990,672.

    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 33,193 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,977,307.

    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).