Klingman & Associates, LLC
Holdings in FBRT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $414,600 | 41,336 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $461,191 | 42,467 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $355,570 | 33,262 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $419,642 | 32,939 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $409,543 | 32,659 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $423,130 | 32,399 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $405,052 | 32,147 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $343,285 | 25,695 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $344,086 | 25,469 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $334,204 | 25,242 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $354,424 | 25,030 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $250,100 | 20,964 | Shares | Sole | 2023-05-03 |