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Disclosery

Klingman & Associates, LLC: HD position timeline

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

Klingman & Associates, LLC held 6,068 HD 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 6,068 shares
    Change vs previous 13F -134 shares

    0.09% of the 13F portfolio, value $2,140,063.

    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 6,202 shares
    Change vs previous 13F -316 shares

    0.1% of the 13F portfolio, value $2,039,776.

    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 6,518 shares
    Change vs previous 13F -72 shares

    0.11% of the 13F portfolio, value $2,242,844.

    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 6,590 shares
    Change vs previous 13F -191 shares

    0.13% of the 13F portfolio, value $2,670,203.

    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 6,781 shares
    Change vs previous 13F -308 shares

    0.14% of the 13F portfolio, value $2,486,186.

    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 7,089 shares
    Change vs previous 13F -660 shares

    0.16% of the 13F portfolio, value $2,598,050.

    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 7,749 shares
    Change vs previous 13F -503 shares

    0.19% of the 13F portfolio, value $3,014,284.

    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 8,252 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,343,711.

    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).