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Klingman & Associates, LLC: IBDU position timeline

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

Klingman & Associates, LLC held 1,622,444 IBDU 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 1,622,444 shares
    Change vs previous 13F +41,766 shares

    1.6% of the 13F portfolio, value $37,575,802.

    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 1,580,678 shares
    Change vs previous 13F +41,673 shares

    1.76% of the 13F portfolio, value $36,766,569.

    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 1,539,005 shares
    Change vs previous 13F +117,113 shares

    1.74% of the 13F portfolio, value $36,020,410.

    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 1,421,892 shares
    Change vs previous 13F +75,335 shares

    1.68% of the 13F portfolio, value $33,371,796.

    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 1,346,557 shares
    Change vs previous 13F +13,955 shares

    1.73% of the 13F portfolio, value $31,415,176.

    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 1,332,602 shares
    Change vs previous 13F +50,993 shares

    1.89% of the 13F portfolio, value $30,823,081.

    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 1,281,609 shares
    Change vs previous 13F +70,290 shares

    1.8% of the 13F portfolio, value $29,220,675.

    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 1,211,319 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $28,478,105.

    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).