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Kelman-Lazarov, Inc.ETFConcentrated long-term

CIK: 0001672067 | MEMPHIS, TN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR154$763.3M2026-08-10SEC ↗
Q1 2026
13F-HR140$697.6M2026-04-27SEC ↗
Q4 2025
13F-HR134$700.3M2026-01-26SEC ↗
Q3 2025
13F-HR132$674.5M2025-11-12SEC ↗
Q2 2025
13F-HR122$617.2M2025-07-29SEC ↗
Q1 2025
13F-HR116$550.9M2025-05-06SEC ↗
Q4 2024
13F-HR109$555.5M2025-02-13SEC ↗
Q3 2024
13F-HR109$581.2M2024-11-08SEC ↗
Q2 2024
13F-HR106$536.2M2024-08-12SEC ↗
Q1 2024
13F-HR104$511.7M2024-05-09SEC ↗
Q4 2023
13F-HR102$461.9M2024-02-01SEC ↗
Q3 2023
13F-HR96$422.9M2023-10-30SEC ↗
Q2 2023
13F-HR97$415.9M2023-08-04SEC ↗
Q1 2023
13F-HR95$385.3M2023-05-04SEC ↗
Q4 2022
13F-HR91$355.4M2023-02-06SEC ↗
Q3 2022
13F-HR83$2.7M2022-10-24SEC ↗
Q2 2022
13F-HR82$499.8K2022-08-08SEC ↗
Q1 2022
13F-HR82$300.6K2022-05-10SEC ↗
Q4 2021
13F-HR84$310.7K2022-02-09SEC ↗
Q3 2021
13F-HR82$285.5K2021-11-04SEC ↗
Q2 2021
13F-HR85$286.5K2021-08-10SEC ↗
Q1 2021
13F-HR84$280.6K2021-05-07SEC ↗
Q4 2020
13F-HR85$841.0K2021-02-08SEC ↗
Q3 2020
13F-HR72$220.1K2020-11-12SEC ↗
Q2 2020
13F-HR76$215.8K2020-07-29SEC ↗
Q1 2020
13F-HR74$186.6K2020-04-27SEC ↗
Q4 2019
13F-HR96$463.1K2020-01-29SEC ↗
Q3 2019
13F-HR97$881.2K2019-10-15SEC ↗
Q2 2019
13F-HR92$709.6K2019-07-22SEC ↗
Q1 2019
13F-HR94$840.0K2019-05-08SEC ↗
Q4 2018
13F-HR91$1.7M2019-02-11SEC ↗
Q3 2018
13F-HR98$1.9M2018-11-14SEC ↗
Q2 2018
13F-HR107$3.3M2018-08-03SEC ↗
Q1 2018
13F-HR110$3.4M2018-05-08SEC ↗
Q4 2017Amended
13F-HR/A120$3.6M2018-01-23SEC ↗
Q3 2017
13F-HR120$3.7M2017-10-05SEC ↗
Q2 2017
13F-HR123$3.6M2017-07-24SEC ↗
Q1 2017
13F-HR102$1.7M2017-04-25SEC ↗
Q4 2016
13F-HR327$177.3M2017-01-17SEC ↗
Q3 2016
13F-HR402$176.4M2016-10-11SEC ↗
Q2 2016
13F-HR377$175.1M2016-07-14SEC ↗
Q1 2016
13F-HR391$1.0M2016-04-19SEC ↗