Kelman-Lazarov, Inc.

Position in IBB — iShares Biotechnology ETF

CIK 1672067 MEMPHIS, TN

Position in IBB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$549,944

-$22,861 QoQ

Shares Held

3,257

-4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$549,944	3,257	-4.0%	Shares	Sole	2026-04-27
2025-12-31	$572,805	3,394	+0.0%	Shares	Sole	2026-01-26
2025-09-30	$489,847	3,393	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$445,441	3,521	-4.5%	Shares	Sole	2025-07-29
2025-03-31	$471,567	3,687	-9.0%	Shares	Sole	2025-05-06
2024-12-31	$535,847	4,053	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$601,764	4,133	0.0%	Shares	Sole	2024-11-08
2024-06-30	$567,295	4,133	0.0%	Shares	Sole	2024-08-12
2024-03-31	$567,130	4,133	-9.4%	Shares	Sole	2024-05-09
2023-12-31	$619,747	4,562	0.0%	Shares	Sole	2024-02-01
2023-09-30	$557,886	4,562	-5.4%	Shares	Sole	2023-10-30
2023-06-30	$612,074	4,821	-15.7%	Shares	Sole	2023-08-04
2023-03-31	$738,924	5,721	0.0%	Shares	Sole	2023-05-04
2022-12-31	$751,110	5,721	0.0%	Shares	Sole	2023-02-06
2022-09-30	$669,128	5,721	-1.4%	Shares	Sole	2022-10-24
2022-06-30	$682,724	5,804	0.0%	Shares	Sole	2022-08-08
2022-03-31	$756,261	5,804	0.0%	Shares	Sole	2022-05-10
2021-12-31	$885,806	5,804	0.0%	Shares	Sole	2022-02-09
2021-09-30	$938,390	5,804	-2.5%	Shares	Sole	2021-11-04
2021-06-30	$974,208	5,953	0.0%	Shares	Sole	2021-08-10
2021-03-31	$896,283	5,953	0.0%	Shares	Sole	2021-05-07
2020-12-31	$901,819	5,953	-1.1%	Shares	Sole	2021-02-08
2020-09-30	$814,897	6,018	0.0%	Shares	Sole	2020-11-12
2020-06-30	$822,600	6,018	-3.2%	Shares	Sole	2020-07-29
2020-03-31	$669,927	6,218	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.