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Kelman-Lazarov, Inc.: META position timeline

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

Kelman-Lazarov, Inc. held 473 META 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 473 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $266,436.

    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 408 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $233,429.

    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 339 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $223,771.

    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 293 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,173.

    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).