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Kelman-Lazarov, Inc.: GSIE position timeline

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

Kelman-Lazarov, Inc. held 449,338 GSIE 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 449,338 shares
    Change vs previous 13F -4,117 shares

    2.69% of the 13F portfolio, value $20,534,743.

    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 453,455 shares
    Change vs previous 13F -14,897 shares

    2.8% of the 13F portfolio, value $19,557,494.

    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 468,352 shares
    Change vs previous 13F -465,982 shares

    2.87% of the 13F portfolio, value $20,111,024.

    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 934,334 shares
    Change vs previous 13F -22,971 shares

    5.69% of the 13F portfolio, value $38,410,455.

    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 957,305 shares
    Change vs previous 13F -2,938 shares

    6.15% of the 13F portfolio, value $37,966,714.

    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 960,243 shares
    Change vs previous 13F -932 shares

    6.21% of the 13F portfolio, value $34,232,667.

    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 961,175 shares
    Change vs previous 13F +1,504 shares

    5.77% of the 13F portfolio, value $32,045,575.

    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 959,671 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $34,711,318.

    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).