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Klingman & Associates, LLC: EFAV position timeline

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

Klingman & Associates, LLC held 21,671 EFAV 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 21,671 shares
    Change vs previous 13F -870 shares

    0.08% of the 13F portfolio, value $1,900,764.

    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 22,541 shares
    Change vs previous 13F -150 shares

    0.1% of the 13F portfolio, value $2,059,572.

    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 22,691 shares
    Change vs previous 13F -455 shares

    0.09% of the 13F portfolio, value $1,957,099.

    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 23,146 shares
    Change vs previous 13F -490 shares

    0.1% of the 13F portfolio, value $1,963,476.

    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 23,636 shares
    Change vs previous 13F -685 shares

    0.11% of the 13F portfolio, value $1,986,843.

    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 24,321 shares
    Change vs previous 13F -582 shares

    0.12% of the 13F portfolio, value $1,895,093.

    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 24,903 shares
    Change vs previous 13F +42 shares

    0.11% of the 13F portfolio, value $1,760,892.

    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 24,861 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,906,839.

    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).