Klingman & Associates, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klingman & Associates, LLC on VB, newest first. How the timeline and the estimate are built.
Klingman & Associates, LLC held 10,421 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,421 sharesChange vs previous 13F -42 shares
0.13% of the 13F portfolio, value $3,158,814.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,463 sharesChange vs previous 13F -34 shares
0.13% of the 13F portfolio, value $2,740,469.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,497 sharesChange vs previous 13F -188 shares
0.13% of the 13F portfolio, value $2,707,702.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,685 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $2,716,982.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,685 sharesChange vs previous 13F +20 shares
0.14% of the 13F portfolio, value $2,532,132.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,665 sharesChange vs previous 13F -314 shares
0.14% of the 13F portfolio, value $2,364,964.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,979 sharesChange vs previous 13F -93 shares
0.16% of the 13F portfolio, value $2,638,035.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,072 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $2,626,390.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).