• 13F History

Klingman & Associates, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$1.63B
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 256 stock holdings with total value $1.63B as of Q4 2024. Top holdings included IVV, IJH, SPY, VTIP, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 256 $1.63B +$96.1M -$79.4M +$16.7M IVV, IJH, SPY, VTIP, AAPL 13F-HR 1/31/2025, 04:02 PM
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 -$18.1M +$113M IVV, VTIP, IJH, SPY, SPYV 13F-HR 10/30/2023, 04:30 PM
Q2 2023 216 $1.24B +$37.5M -$12.4M +$25.1M IVV, IJH, VTIP, SPY, SPYV 13F-HR 7/31/2023, 01:29 PM
Q1 2023 199 $1.16B +$24.3M -$47.2M -$22.9M IVV, VTIP, IJH, SPY, SPYV 13F-HR 5/3/2023, 02:29 PM
Q4 2022 203 $1.14B +$132M -$42.9M +$89.4M IVV, VTIP, IJH, SPY, SPYV 13F-HR 2/3/2023, 11:53 AM
Q3 2022 188 $1.02B +$79M -$29.5M +$49.5M IVV, VTIP, SPY, IJH, JPST 13F-HR 10/28/2022, 08:19 AM
Q2 2022 193 $1.02B +$76.2M -$65.6M +$10.6M IVV, VTIP, SPY, IJH, JPST 13F-HR 7/27/2022, 01:33 PM
Q1 2022 204 $1.18B +$78.2M -$7.81M +$70.4M IVV, JPST, VTIP, SPY, IJH 13F-HR 5/6/2022, 12:24 PM
Q4 2021 182 $1.16B +$31.9M -$10M +$21.9M IVV, JPST, SPY, VTIP, IJH 13F-HR 1/31/2022, 12:36 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 -$10M +$38.4M IVV, JPST, SPY, VTIP, IJH 13F-HR 2/9/2021, 09:39 AM
Q3 2020 138 $743M +$96.5M -$11M +$85.5M IVV, JPST, VTIP, SPY, DDOG 13F-HR 11/3/2020, 08:51 AM
Q2 2020 127 $654M +$104M -$15.1M +$88.6M IVV, JPST, VTIP, SPY, DDOG 13F-HR 8/4/2020, 02:58 PM
Q1 2020 120 $490M +$93.6M -$50.8M +$42.8M IVV, VTIP, SPY, IJH, SDY 13F-HR 4/29/2020, 03:14 PM
Q4 2019 135 $611M +$38.6M -$16.7M +$22M IVV, IJH, SPY, VTIP, IJR 13F-HR 1/29/2020, 02:29 PM
Q3 2019 121 $559M +$35M -$14.6M +$20.4M IVV, IJH, SPY, VTIP, TPYP 13F-HR 10/22/2019, 02:01 PM
Q2 2019 119 $538M +$32.1M -$4.68M +$27.5M IVV, IJH, SPY, TPYP, VTIP Restatement 9/27/2019, 03:21 PM
Q1 2019 119 $513M +$20.9M -$3.58M +$17.3M IVV, IJH, SPY, TPYP, IJR 13F-HR 5/3/2019, 10:03 AM
Q4 2018 107 $444M +$42.3M -$16.4M +$25.9M IVV, IJH, SPY, TPYP, IJR 13F-HR 1/28/2019, 08:39 AM
Q3 2018 105 $489M +$9.88M -$4.56M +$5.32M IVV, IJH, SPY, TPYP, AMJ 13F-HR 10/26/2018, 09:35 AM
Q2 2018 102 $465M +$69M -$31.6M +$37.4M IVV, IJH, SPY, TPYP, VTIP 13F-HR 8/1/2018, 05:34 PM
Q1 2018 107 $446M +$17.7M -$11.8M +$5.85M IVV, SPY, IJH, MLPI, AMJ 13F-HR 4/25/2018, 05:05 PM
Q4 2017 113 $458M +$44.3M -$6.47M +$37.9M IVV, SPY, IJH, MLPI, AMJ 13F-HR 2/2/2018, 02:52 PM
Q3 2017 95 $406M +$29.9M -$3.7M +$26.2M IVV, SPY, IJH, MLPI, AMJ 13F-HR 10/24/2017, 12:47 PM
Q2 2017 95 $375M +$21.4M -$5.42M +$15.9M IVV, SPY, IJH, AMJ, MLPI 13F-HR 7/21/2017, 12:36 PM
Q1 2017 95 $360M +$27.6M -$2.51M +$25M IVV, SPY, AMJ, MLPI, IJH 13F-HR 5/4/2017, 01:52 PM
Q4 2016 96 $329M +$34.5M -$11.4M +$23.1M IVV, SPY, AMJ, IJH, MLPI 13F-HR 1/26/2017, 08:30 AM
Q3 2016 356 $332M +$21.5M -$3.69M +$17.8M IVV, SPY, AMJ, SDY, PRFXXXX 13F-HR 10/19/2016, 03:55 PM
Q2 2016 367 $309M +$23.9M -$3.76M +$20.1M SPY, IVV, AMJ, SDY, PRFXXXX 13F-HR 8/3/2016, 05:54 PM
Q1 2016 370 $279M +$22.5M -$6.53M +$15.9M SPY, IVV, AMJ, SDY, PRFXXXX 13F-HR 4/18/2016, 12:06 PM
Q4 2015 385 $267M +$49.9M -$22.6M +$27.4M SPY, AMJ, SDY, IVV, PRFXXXX 13F-HR 2/8/2016, 08:11 PM
Q3 2015 395 $255M +$40.6M -$2.06M +$38.6M SPY, IVV, SDY, PRFXXXX, AMJ 13F-HR 2/8/2016, 08:09 PM
Q2 2015 395 $254M +$19M -$1.76M +$17.2M SPY, IVV, SDY, AMJ, MLPN 13F-HR 2/8/2016, 08:06 PM
Q1 2015 356 $243M +$13.2M -$1.35M +$11.9M SPY, AMJ, SDY, MLPN, IVV 13F-HR 2/8/2016, 08:02 PM
Q4 2014 358 $241M SPY, AMJ, SDY, MLPN, IVV 13F-HR 2/8/2016, 07:53 PM