• 13F History

Kelman-Lazarov, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$556M
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 $556M as of Q4 2024. Top holdings included FNDX, SCHG, MOAT, GSLC, and GSIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 109 $556M +$87.2M -$15.9M +$71.3M FNDX, SCHG, MOAT, GSLC, GSIE 13F-HR 2/13/2025, 11:31 AM
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 -$5.82M +$20.4M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 10/30/2023, 03:43 PM
Q2 2023 97 $416M +$33.7M -$4.14M +$29.5M 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 -$15.5M +$41.9M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 2/6/2023, 10:46 AM
Q3 2022 83 $294M +$33.7M -$14.4M +$19.3M FNDX, MOAT, SCHG, GSLC, STIP 13F-HR 10/24/2022, 04:58 PM
Q2 2022 82 $296M +$52.5M -$7.84M +$44.7M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 8/8/2022, 04:45 PM
Q1 2022 82 $301M +$21.9M -$1.27M +$20.7M FNDX, MOAT, SCHG, GSLC, GSIE 13F-HR 5/10/2022, 04:20 PM
Q4 2021 84 $311M +$6.77M -$555K +$6.21M FNDX, SCHG, MOAT, GSLC, GSIE 13F-HR 2/9/2022, 02:45 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, 02:54 PM
Q3 2020 72 $220M +$2.5M -$6.34M -$3.84M FNDX, SCHG, GSIE, MOAT, GSLC 13F-HR 11/12/2020, 12:52 PM
Q2 2020 76 $215M +$14.4M -$16.6M -$2.18M FNDX, SCHG, MOAT, GSIE, GSLC 13F-HR 7/29/2020, 05:17 PM
Q1 2020 74 $186M +$42.3M -$24.7M +$17.6M FNDX, SCHG, GSIE, MOAT, GSLC 13F-HR 4/27/2020, 11:54 AM
Q4 2019 96 $220M +$24.4M -$17.5M +$6.92M GSIE, SCHG, MOAT, FNDX, SCHV 13F-HR 1/29/2020, 01:53 PM
Q3 2019 97 $203M +$11.8M -$3.91M +$7.89M SCHV, GSIE, SCHG, MOAT, BRKB 13F-HR 10/15/2019, 03:10 PM
Q2 2019 92 $195M +$16.4M -$10.8M +$5.62M SCHV, GSIE, SCHG, MOAT, BRKB 13F-HR 7/22/2019, 09:54 AM
Q1 2019 94 $190M +$24.8M -$11.9M +$12.9M SCHV, GSIE, MOAT, SCHG, BRKB 13F-HR 5/8/2019, 03:39 PM
Q4 2018 91 $161M +$28.1M -$13M +$15M SCHV, MOAT, GSIE, BRKB, SCHG 13F-HR 2/11/2019, 10:32 AM
Q3 2018 98 $171M +$19.6M -$24M -$4.42M MOAT, SCHV, BRKB, FNDX, GIM 13F-HR 11/14/2018, 09:46 AM
Q2 2018 106 $185M +$13.5M -$13.5M -$75K MOAT, FNDX, SCHZ, SCHV, GIM 13F-HR 8/3/2018, 10:49 AM
Q1 2018 110 $186M +$7.58M -$6.68M +$904K SCHZ, MOAT, FNDX, GIM, FDX 13F-HR 5/8/2018, 01:17 PM
Q4 2017 120 $196M +$8.5M -$2.37M +$6.13M MOAT, SCHZ, FNDX, GIM, FDX Restatement 6/25/2018, 12:17 PM
Q3 2017 119 $189M +$12.3M -$7.22M +$5.1M MOAT, SCHZ, FNDX, GIM, FDX 13F-HR 10/5/2017, 02:13 PM
Q2 2017 121 $182M +$28.5M -$2.06M +$26.4M MOAT, GIM, FNDX, FDX, MSD 13F-HR 7/24/2017, 02:46 PM
Q1 2017 102 $155M +$6.09M -$3.15M +$2.95M MOAT, GIM, FNDX, RWLXXXX, FDX 13F-HR 4/25/2017, 09:54 AM
Q4 2016 312 $177M +$6.28M -$7.26M -$980K MOAT, GIM, EFT, RWLXXXX, FNDX 13F-HR 1/17/2017, 09:09 AM
Q3 2016 382 $176M +$6.41M -$6.24M +$172K GIM, MOAT, EFT, FDX, MSD 13F-HR 10/11/2016, 01:58 PM
Q2 2016 375 $175M +$13.4M -$4.73M +$8.72M GIM, MOAT, EFT, RWLXXXX, FDX 13F-HR 7/14/2016, 11:48 AM
Q1 2016 339 $171M GIM, RWLXXXX, FDX, PG, EFT 13F-HR 4/19/2016, 09:57 AM