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Klingman & Associates, LLC: IBMR position timeline

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

Klingman & Associates, LLC held 13,490 IBMR 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 13,490 shares
    Change vs previous 13F -1,575 shares

    0.01% of the 13F portfolio, value $342,512.

    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 15,065 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $381,898.

    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 15,170 shares
    Change vs previous 13F -6,210 shares

    0.02% of the 13F portfolio, value $385,774.

    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 21,380 shares
    Change vs previous 13F -793 shares

    0.03% of the 13F portfolio, value $545,832.

    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 22,173 shares
    Change vs previous 13F -200 shares

    0.03% of the 13F portfolio, value $559,425.

    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 22,373 shares
    Change vs previous 13F +1,096 shares

    0.03% of the 13F portfolio, value $560,220.

    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 21,277 shares
    Change vs previous 13F -3,566 shares

    0.03% of the 13F portfolio, value $531,500.

    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 24,843 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $633,249.

    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).