Klingman & Associates, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
New York, NY
CIK
0001662449
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 219 1,237,004 13F-HR 10/30/2023 000117266123003540 Klingman & Associates, LLC
Q2 2023 216 1,239,184 13F-HR 7/31/2023 000117266123002679 Klingman & Associates, LLC
Q1 2023 199 1,161,209 13F-HR 5/3/2023 000117266123001803 Klingman & Associates, LLC
Q4 2022 203 1,140,122 13F-HR 2/3/2023 000117266123000422 Klingman & Associates, LLC
Q3 2022 188 1,018,419 13F-HR 10/28/2022 000160658722002032 Klingman & Associates, LLC
Q2 2022 193 1,023,415 13F-HR 7/27/2022 000160658722001487 Klingman & Associates, LLC
Q1 2022 204 1,177,198 13F-HR 5/6/2022 000160658722000977 Klingman & Associates, LLC
Q4 2021 182 1,163,918 13F-HR 1/31/2022 000160658722000193 Klingman & Associates, LLC
Q3 2021 173 1,070,484 13F-HR 11/1/2021 000160658721001463 Klingman & Associates, LLC
Q2 2021 163 1,042,711 13F-HR 7/27/2021 000160658721000908 Klingman & Associates, LLC
Q1 2021 172 967,167 13F-HR 4/29/2021 000160658721000472 Klingman & Associates, LLC
Q4 2020 153 866,446 13F-HR 2/9/2021 000160658721000238 Klingman & Associates, LLC
Q3 2020 138 743,188 13F-HR 11/3/2020 000160658720001182 Klingman & Associates, LLC
Q2 2020 127 653,977 13F-HR 8/4/2020 000160658720000815 Klingman & Associates, LLC
Q1 2020 120 490,227 13F-HR 4/29/2020 000160658720000514 Klingman & Associates, LLC
Q4 2019 135 611,061 13F-HR 1/29/2020 000160658720000138 Klingman & Associates, LLC
Q3 2019 121 558,509 13F-HR 10/22/2019 000160658719000903 Klingman & Associates, LLC
Q2 2019 119 538,228 RESTATEMENT 9/27/2019 000160658719000812 Klingman & Associates, LLC
Q2 2019 62 193,348 13F-HR 7/24/2019 000160658719000681 Klingman & Associates, LLC
Q1 2019 119 512,978 13F-HR 5/3/2019 000160658719000482 Klingman & Associates, LLC
Q4 2018 107 444,040 13F-HR 1/28/2019 000160658719000083 Klingman & Associates, LLC
Q3 2018 105 488,507 13F-HR 10/26/2018 000160658718000786 Klingman & Associates, LLC
Q2 2018 102 464,628 13F-HR 8/2/2018 000160658718000581 Klingman & Associates, LLC
Q1 2018 107 445,858 13F-HR 4/25/2018 000160658718000347 Klingman & Associates, LLC
Q4 2017 113 457,525 13F-HR 2/2/2018 000160658718000102 Klingman & Associates, LLC
Q3 2017 95 406,412 13F-HR 10/24/2017 000160658717000580 Klingman & Associates, LLC
Q2 2017 95 374,994 13F-HR 7/21/2017 000160658717000402 Klingman & Associates, LLC
Q1 2017 95 360,385 13F-HR 5/4/2017 000160658717000275 Klingman & Associates, LLC
Q4 2016 96 329,491 13F-HR 1/26/2017 000160658717000047 Klingman & Associates, LLC
Q3 2016 377 331,981 13F-HR 10/19/2016 000160658716000789 Klingman & Associates, LLC
Q2 2016 390 309,164 13F-HR 8/4/2016 000160658716000698 Klingman & Associates, LLC
Q1 2016 392 279,039 13F-HR 4/18/2016 000160658716000537 Klingman & Associates, LLC
Q4 2015 406 267,468 13F-HR 2/9/2016 000160658716000427 Klingman & Associates, LLC
Q3 2015 437 255,015 13F-HR 2/9/2016 000160658716000425 Klingman & Associates, LLC
Q2 2015 411 254,203 13F-HR 2/9/2016 000160658716000423 Klingman & Associates, LLC
Q1 2015 376 243,220 13F-HR 2/9/2016 000160658716000421 Klingman & Associates, LLC
Q4 2014 389 240,698 13F-HR 2/9/2016 000160658716000419 Klingman & Associates, LLC