Skip to content
Disclosery

Klingman & Associates, LLC: QQQ position timeline

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

Klingman & Associates, LLC held 3,030 QQQ 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 3,030 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $2,231,292.

    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 2,942 shares
    Change vs previous 13F +140 shares

    0.08% of the 13F portfolio, value $1,698,064.

    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 2,802 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $1,721,297.

    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 2,823 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $1,694,845.

    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 2,827 shares
    Change vs previous 13F -29 shares

    0.09% of the 13F portfolio, value $1,559,487.

    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 2,856 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $1,339,249.

    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 2,814 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $1,438,602.

    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 2,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,322,670.

    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).