Klingman & Associates, LLC
Holdings in CFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,942,062 | 427,017 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $23,769,802 | 447,137 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $20,006,874 | 447,081 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $18,321,702 | 447,198 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $17,925,146 | 409,624 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $17,279,011 | 420,721 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $15,160,018 | 420,761 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $15,267,965 | 420,721 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $10,991,510 | 331,669 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $8,885,647 | 331,554 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $8,772,477 | 336,368 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $10,066,713 | 331,469 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $12,481,274 | 317,025 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $11,089,964 | 322,758 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $11,520,482 | 322,793 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $14,629,940 | 322,743 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $13,530,699 | 286,364 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $13,453,756 | 286,372 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $13,137,397 | 286,405 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $12,644,780 | 286,405 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $5,220,173 | 145,978 | Shares | Sole | 2021-02-09 |
| 2020-09-30 | $3,690,323 | 145,978 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $3,674,641 | 145,588 | Shares | Sole | 2020-08-04 |
| 2020-03-31 | $1,504,800 | 80,000 | Shares | Sole | 2020-04-29 |