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Kelman-Lazarov, Inc.: VSDM position timeline

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

Kelman-Lazarov, Inc. held 10,570 VSDM 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 10,570 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $809,976.

    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 10,542 shares
    Change vs previous 13F +288 shares

    0.12% of the 13F portfolio, value $804,254.

    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 10,254 shares
    Change vs previous 13F +1,853 shares

    0.11% of the 13F portfolio, value $783,905.

    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 8,401 shares
    Change vs previous 13F +2,720 shares

    0.1% of the 13F portfolio, value $644,364.

    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 5,681 shares
    Change vs previous 13F +1,841 shares

    0.07% of the 13F portfolio, value $430,080.

    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 3,840 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $289,305.

    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).