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Kelman-Lazarov, Inc.: FNDE position timeline

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

Kelman-Lazarov, Inc. held 569,914 FNDE 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 569,914 shares
    Change vs previous 13F -24,845 shares

    2.96% of the 13F portfolio, value $22,614,168.

    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 594,759 shares
    Change vs previous 13F -13,003 shares

    3.26% of the 13F portfolio, value $22,755,488.

    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 607,762 shares
    Change vs previous 13F +2,302 shares

    3.13% of the 13F portfolio, value $21,915,910.

    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 605,460 shares
    Change vs previous 13F +2,040 shares

    3.25% of the 13F portfolio, value $21,893,437.

    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 603,420 shares
    Change vs previous 13F +14,390 shares

    3.23% of the 13F portfolio, value $19,918,890.

    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 589,030 shares
    Change vs previous 13F +19,030 shares

    3.29% of the 13F portfolio, value $18,142,124.

    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 570,000 shares
    Change vs previous 13F -12,924 shares

    2.98% of the 13F portfolio, value $16,558,500.

    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 582,924 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $18,810,943.

    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).