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Klingman & Associates, LLC: PRF position timeline

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

Klingman & Associates, LLC held 614,153 PRF 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 614,153 shares
    Change vs previous 13F -3,986 shares

    1.41% of the 13F portfolio, value $33,182,710.

    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 618,139 shares
    Change vs previous 13F -63,426 shares

    1.41% of the 13F portfolio, value $29,380,166.

    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 681,565 shares
    Change vs previous 13F +66 shares

    1.54% of the 13F portfolio, value $31,979,038.

    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 681,499 shares
    Change vs previous 13F -4,778 shares

    1.55% of the 13F portfolio, value $30,810,566.

    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 686,277 shares
    Change vs previous 13F -5,148 shares

    1.6% of the 13F portfolio, value $29,008,911.

    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 691,425 shares
    Change vs previous 13F -391 shares

    1.71% of the 13F portfolio, value $27,940,496.

    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 691,816 shares
    Change vs previous 13F -14,477 shares

    1.72% of the 13F portfolio, value $27,907,851.

    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 706,293 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $28,696,699.

    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).