Klingman & Associates, LLC: VGSH position timeline

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

Klingman & Associates, LLC held 9,273 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 9,273 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $539,689.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,273 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $542,842.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,273 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $544,604.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 9,273 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $545,717.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 9,273 shares
Change vs previous 13F -599 shares
0.03% of the 13F portfolio, value $545,067.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 9,872 shares
Change vs previous 13F +599 shares
0.04% of the 13F portfolio, value $579,388.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,273 shares
Change vs previous 13F -10,354 shares
0.03% of the 13F portfolio, value $539,504.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 19,627 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $1,158,386.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).