$866 Million is the total value of Klingman & Associates, LLC's 153 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $139,548,000 | +23.5% | 371,741 | +10.5% | 16.11% | +5.9% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $106,520,000 | -0.8% | 2,097,257 | -0.8% | 12.29% | -14.9% |
| SPY | Sell | SPDR SP 500 ETF TRtr unit | $49,084,000 | +10.4% | 131,282 | -1.1% | 5.66% | -5.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $48,584,000 | +8.1% | 950,754 | +8.0% | 5.61% | -7.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $36,522,000 | +42.3% | 158,907 | +14.7% | 4.22% | +22.1% |
| DDOG | Sell | DATADOG INC | $27,090,000 | -13.1% | 275,197 | -9.8% | 3.13% | -25.5% |
| USMV | Buy | ISHARES TRmsci usa min vol | $26,664,000 | +30.1% | 392,814 | +22.2% | 3.08% | +11.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $26,527,000 | +46.3% | 288,649 | +11.8% | 3.06% | +25.4% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $25,315,000 | +9.9% | 457,852 | -0.4% | 2.92% | -5.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $23,331,000 | +17.5% | 220,249 | +2.5% | 2.69% | +0.8% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $23,169,000 | +13.5% | 673,727 | -0.3% | 2.67% | -2.7% |
| AAPL | Sell | APPLE INC | $22,172,000 | -0.9% | 167,097 | -13.5% | 2.56% | -15.0% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $20,201,000 | +15.7% | 151,657 | -1.2% | 2.33% | -0.8% |
| MDY | Sell | SPDR SP MIDCAP 400 ETF TRutser1 s&pdcrp | $19,759,000 | +23.5% | 47,054 | -0.3% | 2.28% | +5.9% |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $18,413,000 | +20.4% | 265,591 | -0.4% | 2.12% | +3.3% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $18,202,000 | +27.5% | 327,969 | -0.3% | 2.10% | +9.4% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $16,325,000 | +30.8% | 246,643 | -1.0% | 1.88% | +12.1% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $16,252,000 | -0.5% | 323,929 | -0.6% | 1.88% | -14.6% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $12,707,000 | +151.7% | 248,965 | +151.4% | 1.47% | +116.1% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $11,717,000 | +29.8% | 153,423 | +0.3% | 1.35% | +11.3% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $11,659,000 | +10.9% | 158,820 | +2.9% | 1.35% | -4.9% |
| RWL | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $10,958,000 | +12.5% | 175,943 | -2.6% | 1.26% | -3.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,755,000 | +33.0% | 227,822 | +15.2% | 1.24% | +14.1% |
| PJT | PJT PARTNERS INC | $9,389,000 | +24.2% | 124,770 | 0.0% | 1.08% | +6.5% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,513,000 | +14.6% | 38,600 | +0.2% | 0.87% | -1.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,223,000 | +31.8% | 31,740 | +0.7% | 0.72% | +13.1% |
| CROX | Buy | CROCS INC | $5,802,000 | +47.0% | 92,596 | +0.2% | 0.67% | +26.2% |
| CFG | CITIZENS FINL GROUP INC | $5,220,000 | +41.5% | 145,978 | 0.0% | 0.60% | +21.1% | |
| MSFT | Buy | MICROSOFT CORP | $4,864,000 | +9.1% | 21,868 | +3.2% | 0.56% | -6.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,637,000 | +7.0% | 54,594 | -0.5% | 0.54% | -8.2% |
| AMZN | Sell | AMAZON COM INC | $4,491,000 | +0.8% | 1,379 | -2.5% | 0.52% | -13.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,459,000 | +4.0% | 79,307 | -0.8% | 0.52% | -10.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $4,354,000 | +13.1% | 20,553 | -0.1% | 0.50% | -2.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,229,000 | +15.0% | 61,212 | +0.4% | 0.49% | -1.4% |
| DVY | Sell | ISHARES TRselect divid etf | $3,343,000 | +13.4% | 34,754 | -3.8% | 0.39% | -2.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,565,000 | +14.9% | 43,944 | -0.7% | 0.30% | -1.3% |
| VOO | Buy | VANGUARD INDEX FDS | $2,503,000 | +12.7% | 7,284 | +0.9% | 0.29% | -3.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,226,000 | +6.7% | 6,235 | +1.0% | 0.26% | -8.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,095,000 | +30.0% | 41,818 | +12.2% | 0.24% | +11.5% |
| JNJ | Buy | JOHNSON JOHNSON | $2,044,000 | +33.4% | 12,988 | +26.2% | 0.24% | +14.6% |
| JPM | Buy | JPMORGAN CHASE CO | $1,998,000 | +105.1% | 15,722 | +55.5% | 0.23% | +76.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,952,000 | +33.0% | 26,756 | +16.0% | 0.22% | +13.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,868,000 | +200.3% | 14,650 | +154.8% | 0.22% | +157.1% |
| TIP | Buy | ISHARES TRtips bd etf | $1,799,000 | +16.4% | 14,097 | +15.4% | 0.21% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,759,000 | +10.3% | 7,584 | +1.2% | 0.20% | -5.6% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $1,727,000 | +4.4% | 66,541 | -1.0% | 0.20% | -10.8% |
| SOXX | Sell | ISHARES TRphlx semicnd etf | $1,668,000 | +24.2% | 4,400 | -0.2% | 0.19% | +6.6% |
| IWN | ISHARES TRrus 2000 val etf | $1,634,000 | +32.6% | 12,406 | 0.0% | 0.19% | +13.9% | |
| HDV | Buy | ISHARES TRcore high dv etf | $1,618,000 | +9.0% | 18,452 | +0.0% | 0.19% | -6.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,622,000 | +19.1% | 26,147 | +1.4% | 0.19% | +2.2% |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,532,000 | +26.6% | 7,867 | 0.0% | 0.18% | +8.6% | |
| OEF | ISHARES TRs&p 100 etf | $1,183,000 | +10.1% | 6,895 | 0.0% | 0.14% | -5.5% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,179,000 | +23.8% | 7,581 | 0.0% | 0.14% | +6.2% | |
| HD | Buy | HOME DEPOT INC | $1,157,000 | -1.7% | 4,357 | +2.8% | 0.13% | -15.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,090,000 | +6.2% | 622 | -10.9% | 0.13% | -8.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $992,000 | +29.0% | 6,977 | +0.3% | 0.11% | +10.7% |
| RWK | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $956,000 | +31.7% | 13,433 | 0.0% | 0.11% | +12.2% | |
| BX | Buy | BLACKSTONE GROUP INC | $944,000 | +28.6% | 14,565 | +3.6% | 0.11% | +10.1% |
| IXUS | Buy | ISHARES TRcore msci total | $919,000 | +17.4% | 13,682 | +1.9% | 0.11% | +1.0% |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $917,000 | +29.9% | 5,467 | 0.0% | 0.11% | +11.6% | |
| PFE | Buy | PFIZER INC | $885,000 | +73.9% | 24,047 | +73.5% | 0.10% | +50.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $882,000 | +13.1% | 503 | -5.5% | 0.10% | -2.9% |
| DIS | Buy | DISNEY WALT CO | $863,000 | +46.5% | 4,762 | +0.3% | 0.10% | +26.6% |
| PEP | Buy | PEPSICO INC | $851,000 | +28.7% | 5,739 | +20.3% | 0.10% | +10.1% |
| TJX | Buy | TJX COS INC NEW | $849,000 | +23.2% | 12,426 | +0.4% | 0.10% | +5.4% |
| ROST | Sell | ROSS STORES INC | $852,000 | +23.8% | 6,937 | -6.0% | 0.10% | +5.4% |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $839,000 | +16.2% | 24,276 | 0.0% | 0.10% | 0.0% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $823,000 | +0.1% | 8,063 | 0.0% | 0.10% | -14.4% | |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $812,000 | +36.0% | 10,013 | 0.0% | 0.09% | +17.5% | |
| PG | Buy | PROCTER AND GAMBLE CO | $809,000 | +12.7% | 5,812 | +12.5% | 0.09% | -4.1% |
| SCZ | ISHARES TReafe sml cp etf | $810,000 | +15.9% | 11,851 | 0.0% | 0.09% | -1.1% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $764,000 | +13.0% | 8,348 | +0.0% | 0.09% | -3.3% |
| AMAT | APPLIED MATLS INC | $742,000 | +45.2% | 8,596 | 0.0% | 0.09% | +24.6% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $745,000 | +28.2% | 14,426 | +9.6% | 0.09% | +10.3% |
| GE | Buy | GENERAL ELECTRIC CO | $722,000 | +74.4% | 66,887 | +0.6% | 0.08% | +48.2% |
| QQQ | INVESCO QQQ TRunit ser 1 | $703,000 | +12.8% | 2,241 | 0.0% | 0.08% | -3.6% | |
| XOM | Buy | EXXON MOBIL CORP | $687,000 | +20.3% | 16,677 | +0.3% | 0.08% | +2.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $683,000 | +39.7% | 18,960 | +21.9% | 0.08% | +19.7% |
| NTCO | NATURA CO HLDG S Aads | $680,000 | +9.9% | 34,000 | 0.0% | 0.08% | -6.0% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $662,000 | +21.7% | 9,663 | +2.0% | 0.08% | +4.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $594,000 | +191.2% | 6,894 | +155.0% | 0.07% | +155.6% |
| HON | Buy | HONEYWELL INTL INC | $596,000 | +36.4% | 2,801 | +5.6% | 0.07% | +16.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $600,000 | +1.2% | 4,247 | -7.9% | 0.07% | -13.8% |
| FB | Buy | FACEBOOK INCcl a | $582,000 | +4.9% | 2,130 | +0.6% | 0.07% | -10.7% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $568,000 | +26.8% | 3,450 | 0.0% | 0.07% | +10.0% | |
| ABBV | ABBVIE INC | $517,000 | +22.2% | 4,827 | 0.0% | 0.06% | +5.3% | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $513,000 | +32.9% | 9,020 | 0.0% | 0.06% | +13.5% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $501,000 | +7.5% | 1,976 | -3.6% | 0.06% | -7.9% |
| ARKK | New | ARK ETF TRinnovation etf | $498,000 | – | 4,000 | +100.0% | 0.06% | – |
| INTC | Buy | INTEL CORP | $474,000 | -2.9% | 9,512 | +1.0% | 0.06% | -16.7% |
| MRK | Buy | MERCK CO. INC | $473,000 | +14.8% | 5,788 | +16.4% | 0.06% | 0.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $465,000 | -0.2% | 5,611 | +0.0% | 0.05% | -14.3% |
| IWD | New | ISHARES TRrus 1000 val etf | $464,000 | – | 3,393 | +100.0% | 0.05% | – |
| RY | ROYAL BK CDA | $468,000 | +17.0% | 5,700 | 0.0% | 0.05% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $462,000 | +11.3% | 3,601 | 0.0% | 0.05% | -5.4% | |
| PPG | Buy | PPG INDS INC | $456,000 | +20.0% | 3,163 | +1.5% | 0.05% | +3.9% |
| ABT | Buy | ABBOTT LABS | $454,000 | +6.3% | 4,142 | +5.5% | 0.05% | -8.8% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $438,000 | +15.6% | 10,650 | -0.9% | 0.05% | 0.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $445,000 | +65.4% | 1,846 | +48.9% | 0.05% | +41.7% |
| HSY | HERSHEY CO | $406,000 | +6.3% | 2,666 | 0.0% | 0.05% | -7.8% | |
| COST | Sell | COSTCO WHSL CORP NEW | $403,000 | -26.1% | 1,069 | -30.4% | 0.05% | -35.6% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $384,000 | +9.7% | 3,232 | -3.4% | 0.04% | -6.4% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $370,000 | +16.0% | 1,746 | -1.4% | 0.04% | 0.0% |
| CSCO | Buy | CISCO SYS INC | $375,000 | +49.4% | 8,388 | +31.9% | 0.04% | +26.5% |
| ORLY | OREILLY AUTOMOTIVE INC | $376,000 | -1.8% | 831 | 0.0% | 0.04% | -17.3% | |
| J | JACOBS ENGR GROUP INC | $367,000 | +17.3% | 3,369 | 0.0% | 0.04% | 0.0% | |
| CGEN | COMPUGEN LTDord | $363,000 | -25.6% | 30,000 | 0.0% | 0.04% | -36.4% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $350,000 | +24.6% | 1,308 | 0.0% | 0.04% | +5.3% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $339,000 | +15.7% | 2,779 | 0.0% | 0.04% | 0.0% | |
| NFLX | Sell | NETFLIX INC | $338,000 | -15.3% | 625 | -21.7% | 0.04% | -27.8% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $341,000 | +8.3% | 5,662 | -5.8% | 0.04% | -7.1% |
| WIP | Buy | SPDR SER TRftse int gvt etf | $321,000 | +8.4% | 5,460 | +0.1% | 0.04% | -7.5% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $324,000 | +14.1% | 5,449 | 0.0% | 0.04% | -2.6% | |
| IBML | ISHARES TRibonds dec2023 | $321,000 | -0.3% | 12,269 | 0.0% | 0.04% | -14.0% | |
| KMX | CARMAX INC | $310,000 | +2.6% | 3,283 | 0.0% | 0.04% | -12.2% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $315,000 | +4.3% | 2,425 | -6.2% | 0.04% | -12.2% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $308,000 | +16.2% | 2,586 | -1.1% | 0.04% | 0.0% |
| GLD | SPDR GOLD TR | $311,000 | +0.6% | 1,743 | 0.0% | 0.04% | -14.3% | |
| PDFS | New | PDF SOLUTIONS INC | $302,000 | – | 14,000 | +100.0% | 0.04% | – |
| NRC | New | NATIONAL RESH CORP | $299,000 | – | 7,000 | +100.0% | 0.04% | – |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $301,000 | +14.9% | 5,079 | -0.5% | 0.04% | 0.0% |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $303,000 | +7.4% | 14,000 | 0.0% | 0.04% | -7.9% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $296,000 | +5.3% | 5,042 | +6.6% | 0.03% | -10.5% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $298,000 | -0.3% | 861 | -2.4% | 0.03% | -15.0% |
| IVE | ISHARES TRs&p 500 val etf | $295,000 | +13.9% | 2,305 | 0.0% | 0.03% | -2.9% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $283,000 | +4.8% | 2,247 | +1.2% | 0.03% | -8.3% |
| CTAS | Buy | CINTAS CORP | $288,000 | +13.8% | 815 | +7.4% | 0.03% | -2.9% |
| CSX | Sell | CSX CORP | $290,000 | +15.5% | 3,198 | -1.2% | 0.03% | -2.9% |
| V | Buy | VISA INC | $289,000 | +10.3% | 1,319 | +0.7% | 0.03% | -5.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $279,000 | +20.3% | 4,637 | +4.2% | 0.03% | +3.2% |
| AMGN | Sell | AMGEN INC | $260,000 | -10.0% | 1,129 | -0.6% | 0.03% | -23.1% |
| WMT | Buy | WALMART INC | $262,000 | +6.9% | 1,815 | +3.5% | 0.03% | -9.1% |
| VV | VANGUARD INDEX FDSlarge cap etf | $251,000 | +12.6% | 1,426 | 0.0% | 0.03% | -3.3% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $251,000 | +6.4% | 502 | +4.1% | 0.03% | -9.4% |
| IBMM | ISHARES TRibonds dec | $254,000 | 0.0% | 9,380 | 0.0% | 0.03% | -14.7% | |
| IBMK | ISHARES TRibonds dec2022 | $250,000 | -0.8% | 9,499 | 0.0% | 0.03% | -14.7% | |
| KO | New | COCA COLA CO | $241,000 | – | 4,387 | +100.0% | 0.03% | – |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $246,000 | +19.4% | 5,799 | 0.0% | 0.03% | 0.0% | |
| BAC | New | BK OF AMERICA CORP | $244,000 | – | 8,038 | +100.0% | 0.03% | – |
| DE | New | DEERE CO | $234,000 | – | 871 | +100.0% | 0.03% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $238,000 | – | 679 | +100.0% | 0.03% | – |
| QCOM | New | QUALCOMM INC | $236,000 | – | 1,552 | +100.0% | 0.03% | – |
| EMD | WESTERN ASSET EMERGING MKTS | $224,000 | +13.1% | 16,081 | 0.0% | 0.03% | -3.7% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $221,000 | +5.7% | 4,063 | -5.5% | 0.03% | -7.1% |
| TSLA | New | TESLA INC | $223,000 | – | 316 | +100.0% | 0.03% | – |
| TFC | New | TRUIST FINL CORP | $216,000 | – | 4,508 | +100.0% | 0.02% | – |
| ICF | New | ISHARES TRcohen steer reit | $218,000 | – | 4,052 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $207,000 | – | 2,262 | +100.0% | 0.02% | – |
| MHN | BLACKROCK MUNIHLDGS NY QLTY | $204,000 | +4.6% | 14,485 | 0.0% | 0.02% | -7.7% | |
| CPT | New | CAMDEN PPTY TRsh ben int | $200,000 | – | 2,000 | +100.0% | 0.02% | – |
| QUOT | New | QUOTIENT TECHNOLOGY INC | $188,000 | – | 20,000 | +100.0% | 0.02% | – |
| VG | New | VONAGE HLDGS CORP | $129,000 | – | 10,000 | +100.0% | 0.02% | – |
| PROS | PROSIGHT GLOBAL INC | $128,000 | +13.3% | 10,000 | 0.0% | 0.02% | 0.0% | |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -982 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 20.5% |
| SPDR SP 500 ETF TR | 36 | Q3 2023 | 14.4% |
| ISHARES TR | 36 | Q3 2023 | 8.8% |
| SPDR SER TR | 36 | Q3 2023 | 8.5% |
| VANGUARD MALVERN FDS | 36 | Q3 2023 | 7.9% |
| SPDR SP MIDCAP 400 ETF TR | 36 | Q3 2023 | 5.4% |
| ISHARES TR | 36 | Q3 2023 | 5.4% |
| ISHARES TR | 36 | Q3 2023 | 3.4% |
| APPLE INC | 36 | Q3 2023 | 3.8% |
| ISHARES US ETF TR | 36 | Q3 2023 | 3.9% |
View Klingman & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-01 |
View Klingman & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.