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KLINGENSTEIN FIELDS & CO LP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLINGENSTEIN FIELDS & CO LP on SPY, newest first. How the timeline and the estimate are built.

KLINGENSTEIN FIELDS & CO LP held 88,856 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,856 shares
    Change vs previous 13F -3,631 shares

    2.32% of the 13F portfolio, value $66,354,996.

    13F-HR 0001398344-26-013512 filed by KLINGENSTEIN FIELDS & CO LP
    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 92,487 shares
    Change vs previous 13F +300 shares

    2.37% of the 13F portfolio, value $60,147,996.

    13F-HR 0001398344-26-009033 filed by KLINGENSTEIN FIELDS & CO LP
    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 92,187 shares
    Change vs previous 13F +2,971 shares

    2.36% of the 13F portfolio, value $62,864,159.

    13F-HR 0001398344-26-002952 filed by KLINGENSTEIN FIELDS & CO LP
    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 89,216 shares
    Change vs previous 13F +19,065 shares

    2.24% of the 13F portfolio, value $59,433,915.

    13F-HR 0001398344-25-020923 filed by KLINGENSTEIN FIELDS & CO LP
    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 70,151 shares
    Change vs previous 13F -3,450 shares

    1.72% of the 13F portfolio, value $43,343,013.

    13F-HR 0000859872-25-000003 filed by KLINGENSTEIN FIELDS & CO LP
    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 73,601 shares
    Change vs previous 13F +633 shares

    1.75% of the 13F portfolio, value $41,171,423.

    13F-HR 0000859872-25-000002 filed by KLINGENSTEIN FIELDS & CO LP
    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 72,968 shares
    Change vs previous 13F -3,125 shares

    1.72% of the 13F portfolio, value $42,764,947.

    13F-HR 0000859872-25-000001 filed by KLINGENSTEIN FIELDS & CO LP
    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 76,093 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $43,659,123.

    13F-HR 0000859872-24-000005 filed by KLINGENSTEIN FIELDS & CO LP
    Filed (acceptance time not in the bulk data set), ingested

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