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Klingman & Associates, LLC: UBSI position timeline

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

Klingman & Associates, LLC held 35,398 UBSI 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 35,398 shares
    Change vs previous 13F +4,546 shares

    0.07% of the 13F portfolio, value $1,622,291.

    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 30,852 shares
    Change vs previous 13F +160 shares

    0.06% of the 13F portfolio, value $1,277,890.

    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 30,692 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $1,178,573.

    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 30,650 shares
    Change vs previous 13F +54 shares

    0.06% of the 13F portfolio, value $1,140,487.

    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 30,596 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,114,613.

    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 30,596 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,060,764.

    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 30,596 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,148,880.

    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 30,596 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,135,112.

    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).