Position in CACC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$373,766
+$126,889 QoQ
Shares Held
587
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#178
of 296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CACC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Klingman & Associates, LLC holds $8,593,730 across 5 Credit Services names. CACC ranks #5 (4.3% of the industry book) .
All Filings in CACC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,766 | 587 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $246,877 | 583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $258,537 | 583 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $272,220 | 583 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $296,997 | 583 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $326,849 | 633 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $297,168 | 633 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $280,684 | 633 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $325,792 | 633 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $403,183 | 731 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $389,425 | 731 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $336,347 | 731 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $371,296 | 731 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $318,745 | 731 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $346,786 | 731 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $320,178 | 731 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $346,062 | 731 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $402,320 | 731 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $502,694 | 731 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $427,854 | 731 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $583,985 | 1,286 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $310,158 | 861 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $298,026 | 861 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $298,680 | 882 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $369,566 | 882 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $225,518 | 882 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||