Skip to content
Disclosery

Klingman & Associates, LLC: NYF position timeline

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

Klingman & Associates, LLC held 236,010 NYF 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 236,010 shares
    Change vs previous 13F -3,865 shares

    0.54% of the 13F portfolio, value $12,722,120.

    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 239,875 shares
    Change vs previous 13F +4,119 shares

    0.61% of the 13F portfolio, value $12,742,160.

    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 235,756 shares
    Change vs previous 13F +2,583 shares

    0.61% of the 13F portfolio, value $12,615,304.

    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 233,173 shares
    Change vs previous 13F +10,819 shares

    0.63% of the 13F portfolio, value $12,439,780.

    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 222,354 shares
    Change vs previous 13F -5,533 shares

    0.64% of the 13F portfolio, value $11,593,538.

    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 227,887 shares
    Change vs previous 13F +7,559 shares

    0.73% of the 13F portfolio, value $11,998,251.

    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 220,328 shares
    Change vs previous 13F +23,430 shares

    0.72% of the 13F portfolio, value $11,725,857.

    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 196,898 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $10,697,469.

    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).