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Kelman-Lazarov, Inc.: IJH position timeline

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

Kelman-Lazarov, Inc. held 279,751 IJH 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 279,751 shares
    Change vs previous 13F -1,809 shares

    2.83% of the 13F portfolio, value $21,571,576.

    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 281,560 shares
    Change vs previous 13F +8,762 shares

    2.73% of the 13F portfolio, value $19,013,721.

    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 272,798 shares
    Change vs previous 13F +7,502 shares

    2.57% of the 13F portfolio, value $18,004,641.

    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 265,296 shares
    Change vs previous 13F +3,020 shares

    2.57% of the 13F portfolio, value $17,313,193.

    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 262,276 shares
    Change vs previous 13F +8,265 shares

    2.64% of the 13F portfolio, value $16,266,364.

    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 254,011 shares
    Change vs previous 13F +4,011 shares

    2.69% of the 13F portfolio, value $14,821,552.

    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 250,000 shares
    Change vs previous 13F +1,046 shares

    2.8% of the 13F portfolio, value $15,577,500.

    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 248,954 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $15,514,813.

    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).