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Kelman-Lazarov, Inc.: FNDX position timeline

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

Kelman-Lazarov, Inc. held 2,350,202 FNDX 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 2,350,202 shares
    Change vs previous 13F -20,986 shares

    9.58% of the 13F portfolio, value $73,091,292.

    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 2,371,188 shares
    Change vs previous 13F +14,759 shares

    9.47% of the 13F portfolio, value $66,037,578.

    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 2,356,429 shares
    Change vs previous 13F +10,709 shares

    9.16% of the 13F portfolio, value $64,118,441.

    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 2,345,720 shares
    Change vs previous 13F +11,519 shares

    9.15% of the 13F portfolio, value $61,692,443.

    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 2,334,201 shares
    Change vs previous 13F +53,911 shares

    9.28% of the 13F portfolio, value $57,281,282.

    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 2,280,290 shares
    Change vs previous 13F -8,935 shares

    9.77% of the 13F portfolio, value $53,837,641.

    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 2,289,225 shares
    Change vs previous 13F +1,479,451 shares

    9.76% of the 13F portfolio, value $54,208,853.

    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 809,774 shares
    Change vs previous 13F not available

    10% of the 13F portfolio, value $58,109,360.

    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).