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Kelman-Lazarov, Inc.: SPMD position timeline

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

Kelman-Lazarov, Inc. held 28,083 SPMD 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 28,083 shares
    Change vs previous 13F -42 shares

    0.25% of the 13F portfolio, value $1,897,280.

    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 28,125 shares
    Change vs previous 13F -1,251 shares

    0.24% of the 13F portfolio, value $1,665,547.

    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 29,376 shares
    Change vs previous 13F +354 shares

    0.24% of the 13F portfolio, value $1,701,173.

    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 29,022 shares
    Change vs previous 13F -385 shares

    0.25% of the 13F portfolio, value $1,659,793.

    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 29,407 shares
    Change vs previous 13F -102 shares

    0.26% of the 13F portfolio, value $1,599,129.

    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 29,509 shares
    Change vs previous 13F -174 shares

    0.27% of the 13F portfolio, value $1,510,280.

    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 29,683 shares
    Change vs previous 13F -7,897 shares

    0.29% of the 13F portfolio, value $1,623,363.

    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 37,580 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,054,889.

    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).