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Klingman & Associates, LLC: V position timeline

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

Klingman & Associates, LLC held 8,812 V 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 8,812 shares
    Change vs previous 13F -320 shares

    0.13% of the 13F portfolio, value $3,023,310.

    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 9,132 shares
    Change vs previous 13F -75 shares

    0.13% of the 13F portfolio, value $2,760,056.

    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 9,207 shares
    Change vs previous 13F +116 shares

    0.16% of the 13F portfolio, value $3,228,987.

    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 9,091 shares
    Change vs previous 13F +267 shares

    0.16% of the 13F portfolio, value $3,103,486.

    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 8,824 shares
    Change vs previous 13F +1,005 shares

    0.17% of the 13F portfolio, value $3,132,962.

    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 7,819 shares
    Change vs previous 13F +211 shares

    0.17% of the 13F portfolio, value $2,740,247.

    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 7,608 shares
    Change vs previous 13F -1,706 shares

    0.15% of the 13F portfolio, value $2,404,433.

    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 9,314 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,560,885.

    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).