GSLC Goldman Sachs Actvbeta

Ownership history in Kelman-Lazarov, Inc.  ·  32 quarters on record

AI Ownership Summary

Kelman-Lazarov, Inc. reported Goldman Sachs Actvbeta (GSLC) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.79% in 2023 Q4. The latest visible filing shows GSLC at 4.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kelman-Lazarov, Inc.'s position in Goldman Sachs Actvbeta, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GSLC was reported at 4.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kelman-Lazarov, Inc. held GSLC — position size vs. price
% of Fund (quarterly)    GSLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 213,417 -14,722 -6.5% 4.03% $28.3M 2026-02-14 (Est.) $130.81
2025 Q3 REDUCED 228,139 -5,225 -2.2% 4.41% $29.7M 2025-11-12 $131.55
2025 Q2 REDUCED 233,364 -19,789 -7.8% 4.59% $28.3M 2025-07-29 $123.63
2025 Q1 REDUCED 253,153 -110,988 -30.5% 5.06% $27.9M 2025-05-06 $109.12
2024 Q4 REDUCED 364,141 -3,354 -0.9% 7.55% $41.9M 2025-02-13 $118.40
2024 Q3 ADDED 367,495 +2,074 +0.6% 7.14% $41.5M 2024-11-08 $116.32
2024 Q2 REDUCED 365,421 -14,032 -3.7% 7.29% $39.1M 2024-08-12 $102.80
2024 Q1 REDUCED 379,453 -4,264 -1.1% 7.70% $39.4M 2024-05-09 $100.33
2023 Q4 REDUCED 383,717 -5,121 -1.3% 7.79% $36.0M 2024-02-01 $94.44
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kelman-Lazarov, Inc. and GSLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kelman-Lazarov, Inc. reported owning GSLC?

Kelman-Lazarov, Inc. reported GSLC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GSLC position in Kelman-Lazarov, Inc.'s portfolio?

The largest reported portfolio weight for GSLC was 7.79% in 2023 Q4.

What is the latest reported GSLC position on this page?

The most recent filing on this page is 2025 Q4, when Kelman-Lazarov, Inc. reported 213,417 shares, equal to 4.03% of portfolio, with an estimated market value of $28.3M.

What does the chart on this GSLC ownership page compare?

The chart compares Kelman-Lazarov, Inc.'s quarterly GSLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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