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Disclosery

Klingman & Associates, LLC: XLE position timeline

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

Klingman & Associates, LLC held 10,968 XLE 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 10,968 shares
    Change vs previous 13F +1,120 shares

    0.02% of the 13F portfolio, value $582,511.

    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 9,848 shares
    Change vs previous 13F +5,150 shares

    0.03% of the 13F portfolio, value $603,289.

    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 4,698 shares
    Change vs previous 13F +2,185 shares

    0.01% of the 13F portfolio, value $210,048.

    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 2,513 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,512.

    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).