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Disclosery

Cohen Klingenstein LLC: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cohen Klingenstein LLC on IWO, newest first. How the timeline and the estimate are built.

Cohen Klingenstein LLC held 484,414 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,414 shares
    Change vs previous 13F -8,269 shares

    5.46% of the 13F portfolio, value $190,839,739.

    13F-HR 0001453620-26-000012 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 492,683 shares
    Change vs previous 13F -24,105 shares

    5% of the 13F portfolio, value $154,608,852.

    13F-HR 0001453620-26-000010 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 516,788 shares
    Change vs previous 13F -9,254 shares

    5.07% of the 13F portfolio, value $166,927,692.

    13F-HR 0001453620-26-000003 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 526,042 shares
    Change vs previous 13F -6,346 shares

    5.27% of the 13F portfolio, value $168,354,482.

    13F-HR 0001453620-25-000014 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 532,388 shares
    Change vs previous 13F -12,219 shares

    5.08% of the 13F portfolio, value $152,188,434.

    13F-HR 0001453620-25-000008 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 544,607 shares
    Change vs previous 13F -7,223 shares

    5.04% of the 13F portfolio, value $139,163,427.

    13F-HR 0001453620-25-000006 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 551,830 shares
    Change vs previous 13F -3,860 shares

    5.43% of the 13F portfolio, value $158,827,711.

    13F-HR 0001453620-25-000004 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 555,690 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $157,815,960.

    13F-HR 0001453620-24-000013 filed by Cohen Klingenstein LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).