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Klingman & Associates, LLC: VTIP position timeline

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

Klingman & Associates, LLC held 2,611,590 VTIP 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 2,611,590 shares
    Change vs previous 13F +186,174 shares

    5.58% of the 13F portfolio, value $131,180,151.

    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 2,425,416 shares
    Change vs previous 13F +338,106 shares

    5.8% of the 13F portfolio, value $121,149,514.

    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 2,087,310 shares
    Change vs previous 13F +307,650 shares

    4.98% of the 13F portfolio, value $103,238,338.

    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 1,779,660 shares
    Change vs previous 13F +160,831 shares

    4.55% of the 13F portfolio, value $90,104,170.

    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 1,618,829 shares
    Change vs previous 13F +209,913 shares

    4.49% of the 13F portfolio, value $81,378,519.

    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 1,408,916 shares
    Change vs previous 13F +102,152 shares

    4.3% of the 13F portfolio, value $70,304,893.

    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 1,306,764 shares
    Change vs previous 13F +163,904 shares

    3.89% of the 13F portfolio, value $63,273,498.

    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 1,142,860 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $56,354,412.

    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).