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Kelman-Lazarov, Inc.: STIP position timeline

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

Kelman-Lazarov, Inc. held 320,695 STIP 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 320,695 shares
    Change vs previous 13F +9,224 shares

    4.29% of the 13F portfolio, value $32,762,201.

    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 311,471 shares
    Change vs previous 13F +8,456 shares

    4.62% of the 13F portfolio, value $32,215,418.

    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 303,015 shares
    Change vs previous 13F +21,344 shares

    4.43% of the 13F portfolio, value $31,025,682.

    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 281,671 shares
    Change vs previous 13F +14,962 shares

    4.32% of the 13F portfolio, value $29,113,503.

    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 266,709 shares
    Change vs previous 13F +3,303 shares

    4.45% of the 13F portfolio, value $27,446,991.

    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 263,406 shares
    Change vs previous 13F +10,409 shares

    4.95% of the 13F portfolio, value $27,254,585.

    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 252,997 shares
    Change vs previous 13F +6,898 shares

    4.58% of the 13F portfolio, value $25,451,498.

    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 246,099 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $24,934,791.

    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).