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Disclosery

Klingman & Associates, LLC: SOXX position timeline

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

Klingman & Associates, LLC held 11,969 SOXX 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 11,969 shares
    Change vs previous 13F -2,000 shares

    0.33% of the 13F portfolio, value $7,669,257.

    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 13,969 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,591,052.

    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 13,969 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,206,765.

    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 13,969 shares
    Change vs previous 13F -216 shares

    0.19% of the 13F portfolio, value $3,787,276.

    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 14,185 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,385,960.

    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 14,185 shares
    Change vs previous 13F +890 shares

    0.16% of the 13F portfolio, value $2,669,192.

    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 13,295 shares
    Change vs previous 13F +95 shares

    0.18% of the 13F portfolio, value $2,864,940.

    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 13,200 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,043,788.

    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).