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Klingman & Associates, LLC: MSFT position timeline

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

Klingman & Associates, LLC held 37,765 MSFT 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 37,765 shares
    Change vs previous 13F +604 shares

    0.6% of the 13F portfolio, value $14,087,171.

    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 37,161 shares
    Change vs previous 13F +1,404 shares

    0.66% of the 13F portfolio, value $13,755,824.

    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 35,757 shares
    Change vs previous 13F +215 shares

    0.83% of the 13F portfolio, value $17,293,031.

    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 35,542 shares
    Change vs previous 13F +1,492 shares

    0.93% of the 13F portfolio, value $18,409,082.

    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 34,050 shares
    Change vs previous 13F +3,793 shares

    0.93% of the 13F portfolio, value $16,936,778.

    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 30,257 shares
    Change vs previous 13F +1,382 shares

    0.7% of the 13F portfolio, value $11,358,178.

    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 28,875 shares
    Change vs previous 13F -1,236 shares

    0.75% of the 13F portfolio, value $12,170,947.

    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 30,111 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $12,956,779.

    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).