Klingman & Associates, LLC: J position timeline

Klingman & Associates, LLC held 3,227 J 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 3,227 shares

   Change vs previous 13F -52 shares

   0.02% of the 13F portfolio, value $406,602.

   13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,279 shares

   Change vs previous 13F -122 shares

   0.02% of the 13F portfolio, value $417,352.

   13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,401 shares

   Change vs previous 13F +157 shares

   0.02% of the 13F portfolio, value $450,497.

   13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,244 shares

   Change vs previous 13F +277 shares

   0.02% of the 13F portfolio, value $486,146.

   13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,967 shares

   Change vs previous 13F +19 shares

   0.02% of the 13F portfolio, value $390,013.

   13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,948 shares

   Change vs previous 13F -35 shares

   0.02% of the 13F portfolio, value $356,384.

   13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,983 shares

   Change vs previous 13F +48 shares

   0.02% of the 13F portfolio, value $398,589.

   13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 2,935 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $384,192.

   13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).