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Kelman-Lazarov, Inc.: SMMU position timeline

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

Kelman-Lazarov, Inc. held 172,326 SMMU 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 172,326 shares
    Change vs previous 13F +11,223 shares

    1.14% of the 13F portfolio, value $8,702,478.

    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 161,103 shares
    Change vs previous 13F +22,917 shares

    1.17% of the 13F portfolio, value $8,127,657.

    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 138,186 shares
    Change vs previous 13F +3,374 shares

    1% of the 13F portfolio, value $6,968,729.

    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 134,812 shares
    Change vs previous 13F +15,348 shares

    1.01% of the 13F portfolio, value $6,817,466.

    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 119,464 shares
    Change vs previous 13F +14,569 shares

    0.97% of the 13F portfolio, value $5,993,509.

    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 104,895 shares
    Change vs previous 13F +12,706 shares

    0.95% of the 13F portfolio, value $5,246,844.

    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 92,189 shares
    Change vs previous 13F +13,350 shares

    0.83% of the 13F portfolio, value $4,594,700.

    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 78,839 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,981,370.

    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).