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Klingman & Associates, LLC: IEFA position timeline

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

Klingman & Associates, LLC held 1,002,180 IEFA 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 1,002,180 shares
    Change vs previous 13F +44,824 shares

    4.12% of the 13F portfolio, value $96,790,569.

    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 957,356 shares
    Change vs previous 13F +48,129 shares

    4.15% of the 13F portfolio, value $86,669,458.

    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 909,227 shares
    Change vs previous 13F +70,577 shares

    3.92% of the 13F portfolio, value $81,339,420.

    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 838,650 shares
    Change vs previous 13F +93,027 shares

    3.69% of the 13F portfolio, value $73,222,528.

    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 745,623 shares
    Change vs previous 13F +46,822 shares

    3.43% of the 13F portfolio, value $62,244,605.

    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 698,801 shares
    Change vs previous 13F +42,625 shares

    3.24% of the 13F portfolio, value $52,864,333.

    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 656,176 shares
    Change vs previous 13F +90,364 shares

    2.84% of the 13F portfolio, value $46,116,084.

    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 565,812 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $44,161,610.

    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).