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Kelman-Lazarov, Inc.: MDY position timeline

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

Kelman-Lazarov, Inc. held 3,014 MDY 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 3,014 shares
    Change vs previous 13F -25 shares

    0.28% of the 13F portfolio, value $2,119,858.

    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 3,039 shares
    Change vs previous 13F -51 shares

    0.27% of the 13F portfolio, value $1,874,557.

    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 3,090 shares
    Change vs previous 13F -24 shares

    0.27% of the 13F portfolio, value $1,864,380.

    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 3,114 shares
    Change vs previous 13F +57 shares

    0.28% of the 13F portfolio, value $1,855,834.

    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 3,057 shares
    Change vs previous 13F -43 shares

    0.28% of the 13F portfolio, value $1,731,768.

    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 3,100 shares
    Change vs previous 13F +242 shares

    0.3% of the 13F portfolio, value $1,653,904.

    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 2,858 shares
    Change vs previous 13F -508 shares

    0.29% of the 13F portfolio, value $1,627,860.

    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 3,366 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,917,476.

    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).