Klingman & Associates, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$1.61B
Signature - Title
Michael Paley - CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Klingman & Associates, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Klingman & Associates, LLC reported 265 stock holdings with total value $1.61B as of Q3 2024. Top holdings included IVV, IJH, SPY, IJR, and SPYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 265 $1.61B +$67.1M -$21.1M +$45.9M IVV, IJH, SPY, IJR, SPYV 13F-HR 11/1/2024, 04:56 PM
Q2 2024 249 $1.48B +$92.1M -$71.9M +$20.2M IVV, IJH, SPY, VTIP, IJR 13F-HR 7/30/2024, 04:15 PM
Q1 2024 237 $1.44B +$92.7M -$34.7M +$58M IVV, IJH, SPY, VTIP, SPYV 13F-HR 5/1/2024, 02:34 PM
Q4 2023 225 $1.36B +$95.1M -$96.8M -$1.7M IVV, VTIP, IJH, SPY, SPYV 13F-HR 1/29/2024, 03:38 PM
Q3 2023 219 $1.24B +$131M -$69.1M +$61.6M IVV, VTIP, IJH, SPY, SPYV 13F-HR 10/30/2023, 04:30 PM
Q2 2023 216 $1.24B +$37.5M -$13.1M +$24.5M IVV, IJH, VTIP, SPY, SPYV 13F-HR 7/31/2023, 01:29 PM
Q1 2023 199 $1.16B +$24.3M -$50.3M -$26M IVV, VTIP, IJH, SPY, SPYV 13F-HR 5/3/2023, 02:29 PM
Q4 2022 203 $1.14B +$132M -$74.3M +$58M IVV, VTIP, IJH, SPY, SPYV 13F-HR 2/3/2023, 12:53 PM
Q3 2022 188 $1.02B +$79M -$32.7M +$46.3M IVV, VTIP, SPY, IJH, JPST 13F-HR 10/28/2022, 08:19 AM
Q2 2022 193 $1.02B +$76.2M -$72.3M +$3.97M IVV, VTIP, SPY, IJH, JPST 13F-HR 7/27/2022, 01:33 PM
Q1 2022 204 $1.18B +$78.2M -$9.98M +$68.3M IVV, JPST, VTIP, SPY, IJH 13F-HR 5/6/2022, 12:24 PM
Q4 2021 182 $1.16B +$31.9M -$10.5M +$21.4M IVV, JPST, SPY, VTIP, IJH 13F-HR 1/31/2022, 01:36 PM
Q3 2021 173 $1.07B +$39.3M -$23.5M +$15.8M IVV, JPST, VTIP, SPY, IJH 13F-HR 11/1/2021, 02:56 PM
Q2 2021 163 $1.04B +$36.1M -$19.1M +$16.9M IVV, JPST, VTIP, SPY, IJH 13F-HR 7/27/2021, 10:38 AM
Q1 2021 172 $967M +$82.3M -$31.3M +$51M IVV, JPST, VTIP, SPY, IJH 13F-HR 4/29/2021, 09:48 AM
Q4 2020 153 $866M +$48.4M -$10.3M +$38.1M IVV, JPST, SPY, VTIP, IJH 13F-HR 2/9/2021, 10:39 AM
Q3 2020 138 $743M +$96.5M -$30.1M +$66.4M IVV, JPST, VTIP, SPY, DDOG 13F-HR 11/3/2020, 09:51 AM
Q2 2020 127 $654M +$104M -$21.3M +$82.4M IVV, JPST, VTIP, SPY, DDOG 13F-HR 8/4/2020, 02:58 PM
Q1 2020 120 $490M +$93.6M -$97.7M -$4.01M IVV, VTIP, SPY, IJH, SDY 13F-HR 4/29/2020, 03:14 PM
Q4 2019 135 $611M +$38.6M -$17.4M +$21.3M IVV, IJH, SPY, VTIP, IJR 13F-HR 1/29/2020, 03:29 PM
Q3 2019 121 $559M +$35M -$16.1M +$18.9M IVV, IJH, SPY, VTIP, TPYP 13F-HR 10/22/2019, 02:01 PM
Q2 2019 119 $538M +$32.1M -$17.8M +$14.3M IVV, IJH, SPY, TPYP, VTIP Restatement 9/27/2019, 03:21 PM
Q1 2019 119 $513M +$20.9M -$4.3M +$16.6M IVV, IJH, SPY, TPYP, IJR 13F-HR 5/3/2019, 10:03 AM
Q4 2018 107 $444M +$42.3M -$19.1M +$23.1M IVV, IJH, SPY, TPYP, IJR 13F-HR 1/28/2019, 09:39 AM
Q3 2018 105 $489M +$9.88M -$6.03M +$3.84M IVV, IJH, SPY, TPYP, AMJ 13F-HR 10/26/2018, 09:35 AM
Q2 2018 102 $465M +$69M -$65M +$4.02M IVV, IJH, SPY, TPYP, VTIP 13F-HR 8/1/2018, 05:34 PM
Q1 2018 107 $446M +$17.7M -$16.7M +$1.01M IVV, SPY, IJH, MLPI, AMJ 13F-HR 4/25/2018, 05:05 PM
Q4 2017 113 $458M +$44.3M -$7.79M +$36.5M IVV, SPY, IJH, MLPI, AMJ 13F-HR 2/2/2018, 03:52 PM
Q3 2017 95 $406M +$29.9M -$5M +$24.9M IVV, SPY, IJH, MLPI, AMJ 13F-HR 10/24/2017, 12:47 PM
Q2 2017 95 $375M +$21.4M -$7.92M +$13.4M IVV, SPY, IJH, AMJ, MLPI 13F-HR 7/21/2017, 12:36 PM
Q1 2017 95 $360M +$27.6M -$3.13M +$24.4M IVV, SPY, AMJ, MLPI, IJH 13F-HR 5/4/2017, 01:52 PM
Q4 2016 96 $329M +$34.5M -$46.1M -$11.5M IVV, SPY, AMJ, IJH, MLPI 13F-HR 1/26/2017, 09:30 AM
Q3 2016 364 $332M +$21.5M -$6.65M +$14.8M IVV, SPY, AMJ, SDY, PRF 13F-HR 10/19/2016, 03:55 PM
Q2 2016 373 $309M +$23.9M -$7.69M +$16.2M SPY, IVV, AMJ, SDY, PRF 13F-HR 8/3/2016, 05:54 PM
Q1 2016 378 $279M +$22.5M -$12.1M +$10.4M SPY, IVV, AMJ, SDY, PRF 13F-HR 4/18/2016, 12:06 PM
Q4 2015 393 $267M +$50.3M -$43.8M +$6.5M SPY, AMJ, SDY, IVV, PRF 13F-HR 2/8/2016, 09:11 PM
Q3 2015 414 $255M +$40.6M -$15.7M +$25M SPY, IVV, SDY, PRF, AMJ 13F-HR 2/8/2016, 09:09 PM
Q2 2015 400 $254M +$19M -$1.97M +$17M SPY, IVV, SDY, AMJ, MLPN 13F-HR 2/8/2016, 09:06 PM
Q1 2015 367 $243M +$13.2M -$9.49M +$3.75M SPY, AMJ, SDY, MLPN, IVV 13F-HR 2/8/2016, 09:02 PM
Q4 2014 374 $241M $0 $0 SPY, AMJ, SDY, MLPN, IVV 13F-HR 2/8/2016, 08:53 PM