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Klingman & Associates, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klingman & Associates, LLC on AAPL, newest first. How the timeline and the estimate are built.

Klingman & Associates, LLC held 263,977 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,977 shares
    Change vs previous 13F -5,865 shares

    3.25% of the 13F portfolio, value $76,384,501.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 269,842 shares
    Change vs previous 13F -2,170 shares

    3.28% of the 13F portfolio, value $68,483,284.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 272,012 shares
    Change vs previous 13F -91 shares

    3.57% of the 13F portfolio, value $73,949,250.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 272,103 shares
    Change vs previous 13F +12,401 shares

    3.5% of the 13F portfolio, value $69,285,631.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 259,702 shares
    Change vs previous 13F +6,513 shares

    2.94% of the 13F portfolio, value $53,283,076.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 253,189 shares
    Change vs previous 13F +1,655 shares

    3.44% of the 13F portfolio, value $56,240,906.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 251,534 shares
    Change vs previous 13F +2,545 shares

    3.87% of the 13F portfolio, value $62,989,118.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 248,989 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $58,014,392.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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