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Disclosery

Klingman & Associates, LLC: MDY position timeline

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

Klingman & Associates, LLC held 41,488 MDY 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 41,488 shares
    Change vs previous 13F -180 shares

    1.24% of the 13F portfolio, value $29,180,175.

    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 41,668 shares
    Change vs previous 13F -160 shares

    1.23% of the 13F portfolio, value $25,699,330.

    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 41,828 shares
    Change vs previous 13F -100 shares

    1.22% of the 13F portfolio, value $25,234,118.

    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 41,928 shares
    Change vs previous 13F -450 shares

    1.26% of the 13F portfolio, value $24,990,559.

    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 42,378 shares
    Change vs previous 13F +18 shares

    1.32% of the 13F portfolio, value $24,006,519.

    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 42,360 shares
    Change vs previous 13F +79 shares

    1.38% of the 13F portfolio, value $22,598,015.

    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 42,281 shares
    Change vs previous 13F -1,318 shares

    1.48% of the 13F portfolio, value $24,082,159.

    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 43,599 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $24,836,422.

    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).