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Kelman-Lazarov, Inc.: STPZ position timeline

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

Kelman-Lazarov, Inc. held 131,408 STPZ 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 131,408 shares
    Change vs previous 13F +1,044 shares

    0.92% of the 13F portfolio, value $7,009,310.

    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 130,364 shares
    Change vs previous 13F -4,696 shares

    1.01% of the 13F portfolio, value $7,053,554.

    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 135,060 shares
    Change vs previous 13F +2,290 shares

    1.03% of the 13F portfolio, value $7,247,332.

    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 132,770 shares
    Change vs previous 13F +1,411 shares

    1.07% of the 13F portfolio, value $7,193,215.

    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 131,359 shares
    Change vs previous 13F -5,510 shares

    1.15% of the 13F portfolio, value $7,068,408.

    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 136,869 shares
    Change vs previous 13F -516 shares

    1.34% of the 13F portfolio, value $7,393,670.

    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 137,385 shares
    Change vs previous 13F -5,072 shares

    1.29% of the 13F portfolio, value $7,185,126.

    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 142,457 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,525,277.

    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).