Skip to content
Disclosery

Kelman-Lazarov, Inc.: IYY position timeline

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

Kelman-Lazarov, Inc. held 8,838 IYY 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 8,838 shares
    Change vs previous 13F -12 shares

    0.21% of the 13F portfolio, value $1,611,079.

    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 8,850 shares
    Change vs previous 13F -21 shares

    0.2% of the 13F portfolio, value $1,402,360.

    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 8,871 shares
    Change vs previous 13F -19 shares

    0.21% of the 13F portfolio, value $1,470,871.

    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 8,890 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,444,401.

    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 8,890 shares
    Change vs previous 13F +19 shares

    0.22% of the 13F portfolio, value $1,341,243.

    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 8,871 shares
    Change vs previous 13F +21 shares

    0.22% of the 13F portfolio, value $1,207,287.

    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 8,850 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,266,347.

    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 8,850 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,235,372.

    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).