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Disclosery

Klingman & Associates, LLC: USMV position timeline

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

Klingman & Associates, LLC held 354,842 USMV 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 354,842 shares
    Change vs previous 13F -6,756 shares

    1.46% of the 13F portfolio, value $34,228,106.

    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 361,598 shares
    Change vs previous 13F -1,490 shares

    1.61% of the 13F portfolio, value $33,534,604.

    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 363,088 shares
    Change vs previous 13F -7,492 shares

    1.65% of the 13F portfolio, value $34,188,400.

    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 370,580 shares
    Change vs previous 13F -4,080 shares

    1.78% of the 13F portfolio, value $35,256,988.

    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 374,660 shares
    Change vs previous 13F -3,313 shares

    1.94% of the 13F portfolio, value $35,169,335.

    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 377,973 shares
    Change vs previous 13F -413 shares

    2.17% of the 13F portfolio, value $35,400,969.

    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 378,386 shares
    Change vs previous 13F -6,181 shares

    2.07% of the 13F portfolio, value $33,596,863.

    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 384,567 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $35,114,846.

    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).