Skip to content
Disclosery

Klingman & Associates, LLC: SLYV position timeline

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

Klingman & Associates, LLC held 279,909 SLYV 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 279,909 shares
    Change vs previous 13F -1,132 shares

    1.3% of the 13F portfolio, value $30,540,925.

    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 281,041 shares
    Change vs previous 13F -757 shares

    1.27% of the 13F portfolio, value $26,580,896.

    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 281,798 shares
    Change vs previous 13F -579 shares

    1.24% of the 13F portfolio, value $25,635,175.

    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 282,377 shares
    Change vs previous 13F -2,004 shares

    1.26% of the 13F portfolio, value $25,032,700.

    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 284,381 shares
    Change vs previous 13F +22,293 shares

    1.25% of the 13F portfolio, value $22,682,267.

    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 262,088 shares
    Change vs previous 13F +7,139 shares

    1.26% of the 13F portfolio, value $20,547,664.

    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 254,949 shares
    Change vs previous 13F -2,092 shares

    1.37% of the 13F portfolio, value $22,244,332.

    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 257,041 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $22,316,303.

    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).