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Klingman & Associates, LLC: RJF position timeline

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

Klingman & Associates, LLC held 11,468 RJF 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 11,468 shares
    Change vs previous 13F -775 shares

    0.07% of the 13F portfolio, value $1,743,481.

    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 12,243 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $1,772,664.

    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 12,225 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,963,213.

    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 12,224 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $2,109,863.

    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 12,239 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $1,877,096.

    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 12,203 shares
    Change vs previous 13F +1,713 shares

    0.1% of the 13F portfolio, value $1,695,119.

    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 10,490 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $1,629,412.

    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 10,467 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,281,789.

    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).