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
- period ended2026-06-3013F 28,083 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,376 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,022 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,407 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,683 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,580 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).