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Klingman & Associates, LLC: SPYG position timeline

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

Klingman & Associates, LLC held 646,841 SPYG 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 646,841 shares
    Change vs previous 13F -7,973 shares

    3.28% of the 13F portfolio, value $76,967,582.

    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 654,814 shares
    Change vs previous 13F -11,395 shares

    3.07% of the 13F portfolio, value $64,112,852.

    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 666,209 shares
    Change vs previous 13F -18,741 shares

    3.43% of the 13F portfolio, value $71,084,522.

    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 684,950 shares
    Change vs previous 13F -31,058 shares

    3.61% of the 13F portfolio, value $71,584,134.

    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 716,008 shares
    Change vs previous 13F +26,525 shares

    3.76% of the 13F portfolio, value $68,249,870.

    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 689,483 shares
    Change vs previous 13F +15,318 shares

    3.39% of the 13F portfolio, value $55,413,765.

    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 674,165 shares
    Change vs previous 13F -8,932 shares

    3.64% of the 13F portfolio, value $59,259,134.

    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 683,097 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $56,656,052.

    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).