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Kelman-Lazarov, Inc.: IVV position timeline

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

Kelman-Lazarov, Inc. held 2,517 IVV 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 2,517 shares
    Change vs previous 13F -186 shares

    0.25% of the 13F portfolio, value $1,884,714.

    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 2,703 shares
    Change vs previous 13F +107 shares

    0.25% of the 13F portfolio, value $1,765,616.

    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 2,596 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $1,778,270.

    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 2,595 shares
    Change vs previous 13F +10 shares

    0.26% of the 13F portfolio, value $1,736,626.

    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 2,585 shares
    Change vs previous 13F -132 shares

    0.26% of the 13F portfolio, value $1,604,822.

    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 2,717 shares
    Change vs previous 13F +272 shares

    0.28% of the 13F portfolio, value $1,526,423.

    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 2,445 shares
    Change vs previous 13F -676 shares

    0.26% of the 13F portfolio, value $1,439,323.

    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 3,121 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,800,255.

    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).