Klingman & Associates, LLC: SPEM position timeline

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

Klingman & Associates, LLC held 0 SPEM shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -18,706 shares
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 18,706 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $736,456.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 18,706 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $717,750.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 18,706 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $772,184.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).