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Kelman-Lazarov, Inc.: IJR position timeline

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

Kelman-Lazarov, Inc. held 210,298 IJR 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 210,298 shares
    Change vs previous 13F -1,895 shares

    4.09% of the 13F portfolio, value $31,189,330.

    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 212,193 shares
    Change vs previous 13F +2,935 shares

    3.78% of the 13F portfolio, value $26,377,690.

    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 209,258 shares
    Change vs previous 13F +4,904 shares

    3.59% of the 13F portfolio, value $25,148,622.

    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 204,354 shares
    Change vs previous 13F +1,953 shares

    3.6% of the 13F portfolio, value $24,283,355.

    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 202,401 shares
    Change vs previous 13F +74 shares

    3.58% of the 13F portfolio, value $22,120,425.

    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 202,327 shares
    Change vs previous 13F +7,872 shares

    3.84% of the 13F portfolio, value $21,157,372.

    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 194,455 shares
    Change vs previous 13F -9,503 shares

    4.03% of the 13F portfolio, value $22,405,105.

    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 203,958 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $23,854,928.

    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).