Klingman & Associates, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klingman & Associates, LLC on DEM, newest first. How the timeline and the estimate are built.
Klingman & Associates, LLC held 5,749 DEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 5,749 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $309,239.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,749 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $285,668.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,749 sharesChange vs previous 13F -540 shares
0.01% of the 13F portfolio, value $268,536.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,289 sharesChange vs previous 13F -1,887 shares
0.01% of the 13F portfolio, value $289,232.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,176 sharesChange vs previous 13F -100 shares
0.02% of the 13F portfolio, value $370,292.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,276 sharesChange vs previous 13F -581 shares
0.02% of the 13F portfolio, value $348,255.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,857 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $358,620.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,857 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $389,797.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).