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Kelman-Lazarov, Inc.: VTEB position timeline

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

Kelman-Lazarov, Inc. held 79,932 VTEB 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 79,932 shares
    Change vs previous 13F -3,406 shares

    0.53% of the 13F portfolio, value $4,042,960.

    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 83,338 shares
    Change vs previous 13F +3,085 shares

    0.6% of the 13F portfolio, value $4,157,756.

    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 80,253 shares
    Change vs previous 13F +1,479 shares

    0.58% of the 13F portfolio, value $4,035,936.

    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 78,774 shares
    Change vs previous 13F -5,781 shares

    0.58% of the 13F portfolio, value $3,944,218.

    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 84,555 shares
    Change vs previous 13F -15,104 shares

    0.67% of the 13F portfolio, value $4,145,754.

    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 99,659 shares
    Change vs previous 13F +13,948 shares

    0.9% of the 13F portfolio, value $4,945,079.

    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 85,711 shares
    Change vs previous 13F -8,297 shares

    0.77% of the 13F portfolio, value $4,296,692.

    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 94,008 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,805,689.

    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).