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Disclosery

Klingman & Associates, LLC: F position timeline

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

Klingman & Associates, LLC held 10,505 F 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 10,505 shares
    Change vs previous 13F +257 shares

    0.01% of the 13F portfolio, value $146,024.

    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 10,248 shares
    Change vs previous 13F +235 shares

    0.01% of the 13F portfolio, value $118,266.

    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 10,013 shares
    Change vs previous 13F -3,318 shares

    0.01% of the 13F portfolio, value $131,366.

    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 13,331 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $159,439.

    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 12,131 shares
    Change vs previous 13F -12,644 shares

    0.01% of the 13F portfolio, value $131,622.

    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 24,775 shares
    Change vs previous 13F -591 shares

    0.02% of the 13F portfolio, value $248,494.

    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 25,366 shares
    Change vs previous 13F -5,557 shares

    0.02% of the 13F portfolio, value $251,124.

    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 30,923 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $326,547.

    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).