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Kelman-Lazarov, Inc.: PTRB position timeline

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

Kelman-Lazarov, Inc. held 75,617 PTRB 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 75,617 shares
    Change vs previous 13F -2,865 shares

    0.41% of the 13F portfolio, value $3,135,098.

    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 78,482 shares
    Change vs previous 13F +13,339 shares

    0.47% of the 13F portfolio, value $3,257,768.

    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 65,143 shares
    Change vs previous 13F +11,899 shares

    0.39% of the 13F portfolio, value $2,738,601.

    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 53,244 shares
    Change vs previous 13F +13,295 shares

    0.33% of the 13F portfolio, value $2,246,913.

    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 39,949 shares
    Change vs previous 13F +15,069 shares

    0.27% of the 13F portfolio, value $1,671,079.

    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 24,880 shares
    Change vs previous 13F +5,832 shares

    0.19% of the 13F portfolio, value $1,038,479.

    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 19,048 shares
    Change vs previous 13F +859 shares

    0.14% of the 13F portfolio, value $780,206.

    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 18,189 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $779,565.

    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).