Skip to content
Disclosery

Kelman-Lazarov, Inc.: MA position timeline

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

Kelman-Lazarov, Inc. held 3,926 MA 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 3,926 shares
    Change vs previous 13F -112 shares

    0.26% of the 13F portfolio, value $2,016,580.

    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 4,038 shares
    Change vs previous 13F -8 shares

    0.29% of the 13F portfolio, value $2,017,608.

    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 4,046 shares
    Change vs previous 13F +11 shares

    0.33% of the 13F portfolio, value $2,309,595.

    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 4,035 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $2,294,967.

    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 4,026 shares
    Change vs previous 13F -40 shares

    0.37% of the 13F portfolio, value $2,262,565.

    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 4,066 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $2,228,428.

    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 4,059 shares
    Change vs previous 13F -33 shares

    0.38% of the 13F portfolio, value $2,137,348.

    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 4,092 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,020,630.

    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).