Skip to content
Disclosery

Kelman-Lazarov, Inc.: SPEM position timeline

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

Kelman-Lazarov, Inc. held 4,867 SPEM 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 4,867 shares
    Change vs previous 13F -1,405 shares

    0.03% of the 13F portfolio, value $252,013.

    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 6,272 shares
    Change vs previous 13F +203 shares

    0.04% of the 13F portfolio, value $294,220.

    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 6,069 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $284,090.

    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).