Entity type
Company
Filer Snapshot
M. Klein Associates, Inc.
CIK 0001751504. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
22 Jun 2022
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for XIII. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
XIII
03 Aug 2026
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Source: SEC Forms 3/4/5
View source filing
4 filed on 22 Jun 2022 for CIK 0001751504.
- Business address
- 640 Fifth Avenue, 12 Th Floor, New York, NY, 10019
- Incorporated in
- NY
- Fiscal year end
- 31 December
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about M. Klein Associates, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for XIII.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
XIII
03 Aug 2026 · 10% owner
CXII
29 Apr 2026 · See Remarks · 10% owner
Latest update
What changed recently for M. Klein Associates, Inc.
Latest ownership report period: 03 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
05 Aug 2026
Page type
Ownership filings
Latest period
03 Aug 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Aug 2026.
Benchmark Context
Benchmark context for this company
M. Klein Associates, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest ownership report period: 03 Aug 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001751504 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
1
First seen
22 Jun 2022
Latest filing
22 Jun 2022
Entity
Company
Observed form types
4
CIK-linked evidence first
Latest Filings
Showing the latest 1 of 1 SEC filings for M. Klein Associates, Inc..
4
4 filing
- Filing date
- 22 Jun 2022
- Reporting date
- 17 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing