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Disclosery

Cohen Klingenstein LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Klingenstein LLC on SPY, newest first. How the timeline and the estimate are built.

Cohen Klingenstein LLC held 1,104,639 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,104,639 shares
    Change vs previous 13F -6,290 shares

    23.62% of the 13F portfolio, value $824,911,266.

    13F-HR 0001453620-26-000012 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,110,929 shares
    Change vs previous 13F -13,944 shares

    23.38% of the 13F portfolio, value $722,481,566.

    13F-HR 0001453620-26-000010 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,124,873 shares
    Change vs previous 13F -12,190 shares

    23.31% of the 13F portfolio, value $767,073,396.

    13F-HR 0001453620-26-000003 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,137,063 shares
    Change vs previous 13F -17,465 shares

    23.73% of the 13F portfolio, value $757,488,629.

    13F-HR 0001453620-25-000014 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,154,528 shares
    Change vs previous 13F -25,315 shares

    23.8% of the 13F portfolio, value $713,325,125.

    13F-HR 0001453620-25-000008 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,179,843 shares
    Change vs previous 13F -11,813 shares

    23.91% of the 13F portfolio, value $659,992,376.

    13F-HR 0001453620-25-000006 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,191,656 shares
    Change vs previous 13F +485,875 shares

    23.89% of the 13F portfolio, value $698,405,748.

    13F-HR 0001453620-25-000004 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 705,781 shares
    Change vs previous 13F not available

    14.11% of the 13F portfolio, value $404,948,907.

    13F-HR 0001453620-24-000013 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).