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Kelman-Lazarov, Inc.: MSFT position timeline

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

Kelman-Lazarov, Inc. held 2,498 MSFT 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 2,498 shares
    Change vs previous 13F -1,741 shares

    0.12% of the 13F portfolio, value $931,626.

    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 4,239 shares
    Change vs previous 13F -819 shares

    0.22% of the 13F portfolio, value $1,569,318.

    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 5,058 shares
    Change vs previous 13F +1,420 shares

    0.35% of the 13F portfolio, value $2,446,336.

    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 3,638 shares
    Change vs previous 13F +245 shares

    0.28% of the 13F portfolio, value $1,884,472.

    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 3,393 shares
    Change vs previous 13F +86 shares

    0.27% of the 13F portfolio, value $1,687,635.

    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 3,307 shares
    Change vs previous 13F +285 shares

    0.23% of the 13F portfolio, value $1,241,499.

    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 3,022 shares
    Change vs previous 13F +182 shares

    0.23% of the 13F portfolio, value $1,273,773.

    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 2,840 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,222,052.

    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).