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Klingman & Associates, LLC: IBDW position timeline

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

Klingman & Associates, LLC held 1,766,564 IBDW 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 1,766,564 shares
    Change vs previous 13F +66,766 shares

    1.57% of the 13F portfolio, value $36,815,189.

    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 1,699,798 shares
    Change vs previous 13F +119,450 shares

    1.7% of the 13F portfolio, value $35,576,767.

    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 1,580,348 shares
    Change vs previous 13F +160,425 shares

    1.61% of the 13F portfolio, value $33,424,355.

    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 1,419,923 shares
    Change vs previous 13F +108,483 shares

    1.52% of the 13F portfolio, value $30,130,759.

    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 1,311,440 shares
    Change vs previous 13F +29,159 shares

    1.52% of the 13F portfolio, value $27,592,704.

    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 1,282,281 shares
    Change vs previous 13F +257,981 shares

    1.63% of the 13F portfolio, value $26,607,330.

    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 1,024,300 shares
    Change vs previous 13F +250,280 shares

    1.28% of the 13F portfolio, value $20,844,511.

    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 774,020 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $16,424,712.

    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).