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Klingman & Associates, LLC: FRA position timeline

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

Klingman & Associates, LLC held 49,642 FRA 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 49,642 shares
    Change vs previous 13F +1,632 shares

    0.02% of the 13F portfolio, value $545,567.

    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 48,010 shares
    Change vs previous 13F +1,554 shares

    0.03% of the 13F portfolio, value $529,074.

    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 46,456 shares
    Change vs previous 13F +1,408 shares

    0.03% of the 13F portfolio, value $547,249.

    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 45,048 shares
    Change vs previous 13F +1,248 shares

    0.03% of the 13F portfolio, value $584,726.

    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 43,800 shares
    Change vs previous 13F +1,260 shares

    0.03% of the 13F portfolio, value $575,537.

    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 42,540 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $549,616.

    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 41,342 shares
    Change vs previous 13F +13,795 shares

    0.03% of the 13F portfolio, value $568,448.

    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 27,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $363,617.

    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).