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Klingman & Associates, LLC: SPY position timeline

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

Klingman & Associates, LLC held 114,856 SPY 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 114,856 shares
    Change vs previous 13F -459 shares

    3.65% of the 13F portfolio, value $85,771,210.

    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 115,315 shares
    Change vs previous 13F +87 shares

    3.59% of the 13F portfolio, value $74,993,796.

    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 115,228 shares
    Change vs previous 13F -2,673 shares

    3.79% of the 13F portfolio, value $78,576,453.

    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 117,901 shares
    Change vs previous 13F -311 shares

    3.96% of the 13F portfolio, value $78,543,568.

    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 118,212 shares
    Change vs previous 13F -1,744 shares

    4.03% of the 13F portfolio, value $73,037,590.

    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 119,956 shares
    Change vs previous 13F +143 shares

    4.11% of the 13F portfolio, value $67,102,328.

    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 119,813 shares
    Change vs previous 13F -1,361 shares

    4.32% of the 13F portfolio, value $70,219,906.

    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 121,174 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $69,524,618.

    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).