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Kelman-Lazarov, Inc.: MBB position timeline

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

Kelman-Lazarov, Inc. held 253,580 MBB 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 253,580 shares
    Change vs previous 13F +3,625 shares

    3.14% of the 13F portfolio, value $23,968,377.

    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 249,955 shares
    Change vs previous 13F +5,610 shares

    3.4% of the 13F portfolio, value $23,733,214.

    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 244,345 shares
    Change vs previous 13F +17,792 shares

    3.32% of the 13F portfolio, value $23,266,496.

    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 226,553 shares
    Change vs previous 13F +13,469 shares

    3.2% of the 13F portfolio, value $21,556,484.

    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 213,084 shares
    Change vs previous 13F +5,703 shares

    3.24% of the 13F portfolio, value $20,006,414.

    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 207,381 shares
    Change vs previous 13F +48,025 shares

    3.53% of the 13F portfolio, value $19,448,233.

    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 159,356 shares
    Change vs previous 13F +17,702 shares

    2.63% of the 13F portfolio, value $14,609,758.

    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 141,654 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $13,571,870.

    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).