Kelman-Lazarov, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$581M
Signature - Title
Michael Munekata - Chief Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Kelman-Lazarov, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kelman-Lazarov, Inc. reported 109 stock holdings with total value $581M as of Q3 2024. Top holdings included FNDX, MOAT, SCHG, GSLC, and GSIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $581M +$13M -$3.85M +$9.15M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 11/8/2024, 02:32 PM
Q2 2024 106 $536M +$46.4M -$25.1M +$21.3M FNDX, SCHG, MOAT, GSLC, GSIE 13F-HR 8/12/2024, 01:01 PM
Q1 2024 104 $512M +$42.9M -$6.95M +$35.9M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 5/9/2024, 03:44 PM
Q4 2023 102 $462M +$20.1M -$15.4M +$4.71M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 2/1/2024, 03:35 PM
Q3 2023 96 $423M +$26.2M -$6.47M +$19.8M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 10/30/2023, 03:43 PM
Q2 2023 97 $416M +$33.7M -$21.4M +$12.3M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 8/4/2023, 02:46 PM
Q1 2023 95 $385M +$10.1M -$2.51M +$7.64M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 5/4/2023, 09:00 AM
Q4 2022 91 $355M +$57.3M -$16.5M +$40.8M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 2/6/2023, 11:46 AM
Q3 2022 83 $294M +$33.7M -$14.6M +$19.1M FNDX, MOAT, SCHG, GSLC, STIP 13F-HR 10/24/2022, 04:58 PM
Q2 2022 82 $296M +$52.5M -$10M +$42.5M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 8/8/2022, 04:45 PM
Q1 2022 82 $301M +$21.9M -$1.9M +$20M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 5/10/2022, 04:20 PM
Q4 2021 84 $311M +$6.77M -$1.22M +$5.55M FNDX, SCHG, MOAT, GSLC, GSIE 13F-HR 2/9/2022, 03:45 PM
Q3 2021 82 $286M +$5.04M -$2.79M +$2.25M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 11/4/2021, 12:52 PM
Q2 2021 85 $287M +$18.6M -$30.7M -$12.1M FNDX, SCHG, MOAT, GSLC, GSIE 13F-HR 8/10/2021, 04:17 PM
Q1 2021 84 $281M +$2.67M -$1.72M +$953K FNDX, SCHG, MOAT, GSIE, GSLC 13F-HR 5/7/2021, 09:29 AM
Q4 2020 85 $261M +$12M -$2.16M +$9.82M FNDX, SCHG, GSIE, MOAT, GSLC 13F-HR 2/8/2021, 03:54 PM
Q3 2020 72 $220M +$2.5M -$13.2M -$10.7M FNDX, SCHG, GSIE, MOAT, GSLC 13F-HR 11/12/2020, 01:52 PM
Q2 2020 76 $216M +$14.6M -$18.4M -$3.83M FNDX, SCHG, MOAT, GSIE, GSLC 13F-HR 7/29/2020, 05:17 PM
Q1 2020 74 $187M +$42.3M -$33M +$9.29M FNDX, SCHG, GSIE, MOAT, GSLC 13F-HR 4/27/2020, 11:54 AM
Q4 2019 96 $222M +$24.4M -$19.6M +$4.83M GSIE, SCHG, MOAT, FNDX, SCHV 13F-HR 1/29/2020, 02:53 PM
Q3 2019 97 $203M +$11.8M -$4.42M +$7.38M SCHV, GSIE, SCHG, MOAT, BRKB 13F-HR 10/15/2019, 03:10 PM
Q2 2019 92 $195M +$16.4M -$16.1M +$341K SCHV, GSIE, SCHG, MOAT, BRKB 13F-HR 7/22/2019, 09:54 AM
Q1 2019 94 $190M +$24.8M -$13M +$11.8M SCHV, GSIE, MOAT, SCHG, BRKB 13F-HR 5/8/2019, 03:39 PM
Q4 2018 91 $161M +$28.1M -$17.8M +$10.2M SCHV, MOAT, GSIE, BRKB, SCHG 13F-HR 2/11/2019, 11:32 AM
Q3 2018 98 $171M +$19.6M -$42.5M -$22.9M MOAT, SCHV, BRKB, FNDX, SABA 13F-HR 11/14/2018, 10:46 AM
Q2 2018 107 $185M +$13.5M -$16.5M -$3.05M MOAT, FNDX, BRKB, SCHZ, SCHV 13F-HR 8/3/2018, 10:49 AM
Q1 2018 110 $186M +$7.58M -$12M -$4.42M SCHZ, BRKB, MOAT, FNDX, SABA 13F-HR 5/8/2018, 01:17 PM
Q4 2017 120 $196M +$8.5M -$7.12M +$1.38M BRKB, MOAT, SCHZ, FNDX, SABA Restatement 6/25/2018, 12:17 PM
Q3 2017 120 $189M +$12.3M -$12M +$236K BRKB, MOAT, SCHZ, FNDX, SABA 13F-HR 10/5/2017, 02:13 PM
Q2 2017 123 $182M +$28.5M -$5.95M +$22.5M BRKB, MOAT, SABA, FNDX, FDX 13F-HR 7/24/2017, 02:46 PM
Q1 2017 102 $155M +$6.09M -$33M -$26.9M MOAT, SABA, FNDX, RWL, FDX 13F-HR 4/25/2017, 09:54 AM
Q4 2016 313 $177M +$6.3M -$8.85M -$2.55M BRKB, MOAT, SABA, EFT, RWL 13F-HR 1/17/2017, 10:09 AM
Q3 2016 385 $176M +$6.41M -$6.32M +$93.8K BRKB, SABA, MOAT, EFT, FDX 13F-HR 10/11/2016, 01:58 PM
Q2 2016 376 $175M +$13.4M -$12.6M +$834K BRKB, SABA, MOAT, EFT, RWL 13F-HR 7/14/2016, 11:48 AM
Q1 2016 355 $171M $0 $0 BRKB, SABA, RWL, FDX, PG 13F-HR 4/19/2016, 09:57 AM