Skip to content
Disclosery

Klingman & Associates, LLC: IBDV position timeline

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

Klingman & Associates, LLC held 1,715,577 IBDV 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 1,715,577 shares
    Change vs previous 13F +65,214 shares

    1.59% of the 13F portfolio, value $37,399,572.

    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 1,650,363 shares
    Change vs previous 13F +80,610 shares

    1.73% of the 13F portfolio, value $36,126,439.

    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 1,569,753 shares
    Change vs previous 13F +133,773 shares

    1.67% of the 13F portfolio, value $34,644,442.

    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 1,435,980 shares
    Change vs previous 13F +97,021 shares

    1.6% of the 13F portfolio, value $31,806,954.

    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 1,338,959 shares
    Change vs previous 13F +26,161 shares

    1.62% of the 13F portfolio, value $29,430,320.

    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 1,312,798 shares
    Change vs previous 13F +143,607 shares

    1.75% of the 13F portfolio, value $28,513,982.

    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 1,169,191 shares
    Change vs previous 13F +189,970 shares

    1.54% of the 13F portfolio, value $24,973,923.

    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 979,221 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $21,709,335.

    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).