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Klingman & Associates, LLC: SCHF position timeline

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

Klingman & Associates, LLC held 47,052 SCHF 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 47,052 shares
    Change vs previous 13F -1,289 shares

    0.06% of the 13F portfolio, value $1,303,341.

    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 48,341 shares
    Change vs previous 13F -1,100 shares

    0.06% of the 13F portfolio, value $1,196,440.

    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 49,441 shares
    Change vs previous 13F -7,700 shares

    0.06% of the 13F portfolio, value $1,188,562.

    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 57,141 shares
    Change vs previous 13F -1,592 shares

    0.07% of the 13F portfolio, value $1,330,243.

    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 58,733 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,298,000.

    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 58,733 shares
    Change vs previous 13F +7,484 shares

    0.07% of the 13F portfolio, value $1,161,739.

    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 51,249 shares
    Change vs previous 13F +18,524 shares

    0.06% of the 13F portfolio, value $948,107.

    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 32,725 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,345,652.

    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).