Klingman & Associates, LLC: CB position timeline

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

Klingman & Associates, LLC held 1,385 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 1,385 shares
Change vs previous 13F +18 shares
0.02% of the 13F portfolio, value $471,925.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,367 shares
Change vs previous 13F +46 shares
0.02% of the 13F portfolio, value $445,547.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,321 shares
Change vs previous 13F +97 shares
0.02% of the 13F portfolio, value $412,311.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,224 shares
Change vs previous 13F -66 shares
0.02% of the 13F portfolio, value $345,474.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,290 shares
Change vs previous 13F +444 shares
0.02% of the 13F portfolio, value $373,739.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 846 shares
Change vs previous 13F +846 shares
0.02% of the 13F portfolio, value $255,484.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -706 shares
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 706 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $203,604.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).