Klingman & Associates, LLC: OEF position timeline

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

Klingman & Associates, LLC held 6,882 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 6,882 shares
Change vs previous 13F -262 shares
0.11% of the 13F portfolio, value $2,517,918.
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).
period ended2026-03-31
13F 7,144 shares
Change vs previous 13F +283 shares
0.11% of the 13F portfolio, value $2,272,293.
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).
period ended2025-12-31
13F 6,861 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $2,353,118.
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).
period ended2025-09-30
13F 6,861 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $2,283,616.
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).
period ended2025-06-30
13F 6,861 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $2,088,146.
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).
period ended2025-03-31
13F 6,861 shares
Change vs previous 13F +146 shares
0.11% of the 13F portfolio, value $1,858,165.
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).
period ended2024-12-31
13F 6,715 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $1,939,628.
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).
period ended2024-09-30
13F 6,715 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $1,858,444.
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).