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Klingman & Associates, LLC: SPYV position timeline

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

Klingman & Associates, LLC held 1,173,526 SPYV 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 1,173,526 shares
    Change vs previous 13F +19 shares

    3.04% of the 13F portfolio, value $71,338,621.

    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 1,173,507 shares
    Change vs previous 13F -21,660 shares

    3.18% of the 13F portfolio, value $66,397,036.

    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 1,195,167 shares
    Change vs previous 13F +957 shares

    3.28% of the 13F portfolio, value $67,897,430.

    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 1,194,210 shares
    Change vs previous 13F -1,958 shares

    3.33% of the 13F portfolio, value $66,075,646.

    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 1,196,168 shares
    Change vs previous 13F +64,134 shares

    3.45% of the 13F portfolio, value $62,607,440.

    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 1,132,034 shares
    Change vs previous 13F +33,899 shares

    3.54% of the 13F portfolio, value $57,812,963.

    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 1,098,135 shares
    Change vs previous 13F -12,519 shares

    3.45% of the 13F portfolio, value $56,158,602.

    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 1,110,654 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $58,709,176.

    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).