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Disclosery

Kelman-Lazarov, Inc.: IVE position timeline

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

Kelman-Lazarov, Inc. held 3,419 IVE 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 3,419 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $776,414.

    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 3,419 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $722,011.

    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 3,419 shares
    Change vs previous 13F -364 shares

    0.1% of the 13F portfolio, value $725,072.

    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 3,783 shares
    Change vs previous 13F +365 shares

    0.12% of the 13F portfolio, value $781,129.

    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 3,418 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $667,960.

    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 3,418 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $651,331.

    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 3,405 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $649,946.

    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 3,405 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $671,364.

    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).