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Kelman-Lazarov, Inc.: FNDC position timeline

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

Kelman-Lazarov, Inc. held 489,415 FNDC 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 489,415 shares
    Change vs previous 13F -7,521 shares

    3.11% of the 13F portfolio, value $23,766,006.

    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 496,936 shares
    Change vs previous 13F +21,679 shares

    3.3% of the 13F portfolio, value $23,037,943.

    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 475,257 shares
    Change vs previous 13F +1,317 shares

    3.02% of the 13F portfolio, value $21,172,680.

    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 473,940 shares
    Change vs previous 13F -1,822 shares

    3.13% of the 13F portfolio, value $21,095,079.

    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 475,762 shares
    Change vs previous 13F +2,502 shares

    3.24% of the 13F portfolio, value $20,005,788.

    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 473,260 shares
    Change vs previous 13F +11,772 shares

    3.11% of the 13F portfolio, value $17,132,012.

    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 461,488 shares
    Change vs previous 13F +6,266 shares

    2.84% of the 13F portfolio, value $15,755,200.

    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 455,222 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $17,366,716.

    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).