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Klingman & Associates, LLC: IBDX position timeline

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

Klingman & Associates, LLC held 1,175,446 IBDX 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 1,175,446 shares
    Change vs previous 13F +93,892 shares

    1.26% of the 13F portfolio, value $29,609,478.

    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 1,081,554 shares
    Change vs previous 13F +194,820 shares

    1.31% of the 13F portfolio, value $27,330,862.

    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 886,734 shares
    Change vs previous 13F +211,542 shares

    1.09% of the 13F portfolio, value $22,638,312.

    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 675,192 shares
    Change vs previous 13F +161,103 shares

    0.87% of the 13F portfolio, value $17,298,428.

    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 514,089 shares
    Change vs previous 13F +120,640 shares

    0.72% of the 13F portfolio, value $12,998,740.

    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 393,449 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,832,291.

    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).