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Disclosery

Klingman & Associates, LLC: IBMP position timeline

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

Klingman & Associates, LLC held 10,960 IBMP 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 10,960 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $278,612.

    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 11,504 shares
    Change vs previous 13F -4,080 shares

    0.01% of the 13F portfolio, value $292,670.

    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 15,584 shares
    Change vs previous 13F -2,029 shares

    0.02% of the 13F portfolio, value $395,684.

    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 17,613 shares
    Change vs previous 13F +123 shares

    0.02% of the 13F portfolio, value $448,698.

    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 17,490 shares
    Change vs previous 13F -2,345 shares

    0.02% of the 13F portfolio, value $443,380.

    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 19,835 shares
    Change vs previous 13F -2,959 shares

    0.03% of the 13F portfolio, value $501,419.

    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 22,794 shares
    Change vs previous 13F -1,492 shares

    0.04% of the 13F portfolio, value $573,034.

    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 24,286 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $618,087.

    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).