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Klingman & Associates, LLC: CFG position timeline

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

Klingman & Associates, LLC held 409,912 CFG 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 409,912 shares
    Change vs previous 13F -46,966 shares

    1.22% of the 13F portfolio, value $28,722,534.

    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 456,878 shares
    Change vs previous 13F +29,861 shares

    1.31% of the 13F portfolio, value $27,398,974.

    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 427,017 shares
    Change vs previous 13F -20,120 shares

    1.2% of the 13F portfolio, value $24,942,063.

    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 447,137 shares
    Change vs previous 13F +56 shares

    1.2% of the 13F portfolio, value $23,769,803.

    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 447,081 shares
    Change vs previous 13F -117 shares

    1.1% of the 13F portfolio, value $20,006,875.

    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 447,198 shares
    Change vs previous 13F +37,574 shares

    1.12% of the 13F portfolio, value $18,321,703.

    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 409,624 shares
    Change vs previous 13F -11,097 shares

    1.1% of the 13F portfolio, value $17,925,147.

    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 420,721 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $17,279,012.

    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).