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Klingman & Associates, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Klingman & Associates, LLC on IBDT, newest first. How the timeline and the estimate are built.

Klingman & Associates, LLC held 1,294,887 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,294,887 shares
    Change vs previous 13F -9,498 shares

    1.39% of the 13F portfolio, value $32,695,904.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 1,304,385 shares
    Change vs previous 13F +37,530 shares

    1.58% of the 13F portfolio, value $33,040,079.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 1,266,855 shares
    Change vs previous 13F +105,454 shares

    1.56% of the 13F portfolio, value $32,247,802.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 1,161,401 shares
    Change vs previous 13F +47,883 shares

    1.5% of the 13F portfolio, value $29,638,956.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 1,113,518 shares
    Change vs previous 13F +14,685 shares

    1.56% of the 13F portfolio, value $28,305,617.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 1,098,833 shares
    Change vs previous 13F +11,649 shares

    1.7% of the 13F portfolio, value $27,756,521.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 1,087,184 shares
    Change vs previous 13F +27,402 shares

    1.66% of the 13F portfolio, value $27,070,883.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 1,059,782 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $27,056,223.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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