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Disclosery

Klingman & Associates, LLC: BX position timeline

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

Klingman & Associates, LLC held 13,588 BX 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 13,588 shares
    Change vs previous 13F +226 shares

    0.07% of the 13F portfolio, value $1,598,866.

    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 13,362 shares
    Change vs previous 13F +809 shares

    0.07% of the 13F portfolio, value $1,536,463.

    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 12,553 shares
    Change vs previous 13F -2,563 shares

    0.09% of the 13F portfolio, value $1,934,875.

    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 15,116 shares
    Change vs previous 13F +67 shares

    0.13% of the 13F portfolio, value $2,582,519.

    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 15,049 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $2,251,049.

    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 15,179 shares
    Change vs previous 13F +2,082 shares

    0.13% of the 13F portfolio, value $2,121,702.

    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 13,097 shares
    Change vs previous 13F -42 shares

    0.14% of the 13F portfolio, value $2,258,267.

    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 13,139 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,011,982.

    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).