Skip to content
Disclosery

Kelman-Lazarov, Inc.: SPYM position timeline

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

Kelman-Lazarov, Inc. held 430,413 SPYM 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 430,413 shares
    Change vs previous 13F +9,171 shares

    4.96% of the 13F portfolio, value $37,824,706.

    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 421,242 shares
    Change vs previous 13F +11,601 shares

    4.62% of the 13F portfolio, value $32,241,861.

    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 409,641 shares
    Change vs previous 13F +28,424 shares

    4.69% of the 13F portfolio, value $32,861,414.

    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 381,217 shares
    Change vs previous 13F +11,301 shares

    4.43% of the 13F portfolio, value $29,864,558.

    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 369,916 shares
    Change vs previous 13F +52,004 shares

    4.36% of the 13F portfolio, value $26,889,225.

    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 317,912 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $20,905,867.

    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).