Skip to content
Disclosery

Klingman & Associates, LLC: COST position timeline

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

Klingman & Associates, LLC held 3,349 COST 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 3,349 shares
    Change vs previous 13F -69 shares

    0.13% of the 13F portfolio, value $3,132,890.

    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 3,418 shares
    Change vs previous 13F +100 shares

    0.16% of the 13F portfolio, value $3,405,798.

    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 3,318 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $2,861,245.

    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 3,329 shares
    Change vs previous 13F +100 shares

    0.16% of the 13F portfolio, value $3,081,423.

    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 3,229 shares
    Change vs previous 13F +161 shares

    0.18% of the 13F portfolio, value $3,196,517.

    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 3,068 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $2,901,654.

    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 3,087 shares
    Change vs previous 13F -71 shares

    0.17% of the 13F portfolio, value $2,828,526.

    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 3,158 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,799,631.

    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).