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Klingman & Associates, LLC: RWL position timeline

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

Klingman & Associates, LLC held 353,559 RWL 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 353,559 shares
    Change vs previous 13F +24,530 shares

    1.92% of the 13F portfolio, value $45,170,745.

    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 329,029 shares
    Change vs previous 13F +26,672 shares

    1.81% of the 13F portfolio, value $37,808,770.

    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 302,357 shares
    Change vs previous 13F +16,809 shares

    1.67% of the 13F portfolio, value $34,619,900.

    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 285,548 shares
    Change vs previous 13F +762 shares

    1.59% of the 13F portfolio, value $31,598,761.

    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 284,786 shares
    Change vs previous 13F +417 shares

    1.64% of the 13F portfolio, value $29,700,383.

    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 284,369 shares
    Change vs previous 13F +16,985 shares

    1.73% of the 13F portfolio, value $28,249,190.

    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 267,384 shares
    Change vs previous 13F +4,581 shares

    1.61% of the 13F portfolio, value $26,182,196.

    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 262,803 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $25,773,123.

    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).