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Kelman-Lazarov, Inc.: PYLD position timeline

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

Kelman-Lazarov, Inc. held 489,951 PYLD 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 489,951 shares
    Change vs previous 13F -8,183 shares

    1.7% of the 13F portfolio, value $12,993,513.

    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 498,134 shares
    Change vs previous 13F -5,766 shares

    1.87% of the 13F portfolio, value $13,051,123.

    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 503,900 shares
    Change vs previous 13F +8,865 shares

    1.92% of the 13F portfolio, value $13,444,049.

    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 495,035 shares
    Change vs previous 13F +24,213 shares

    1.97% of the 13F portfolio, value $13,286,742.

    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 470,822 shares
    Change vs previous 13F -44,663 shares

    2.02% of the 13F portfolio, value $12,495,618.

    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 515,485 shares
    Change vs previous 13F -322,332 shares

    2.47% of the 13F portfolio, value $13,583,022.

    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 837,817 shares
    Change vs previous 13F +30,009 shares

    3.91% of the 13F portfolio, value $21,716,217.

    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 807,808 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $21,528,083.

    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).