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Klingman & Associates, LLC: IJH position timeline

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

Klingman & Associates, LLC held 1,604,169 IJH 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 1,604,169 shares
    Change vs previous 13F +48,024 shares

    5.27% of the 13F portfolio, value $123,697,477.

    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 1,556,145 shares
    Change vs previous 13F +43,379 shares

    5.03% of the 13F portfolio, value $105,086,458.

    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 1,512,766 shares
    Change vs previous 13F +67,967 shares

    4.82% of the 13F portfolio, value $99,842,588.

    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 1,444,799 shares
    Change vs previous 13F +46,972 shares

    4.76% of the 13F portfolio, value $94,287,597.

    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 1,397,827 shares
    Change vs previous 13F -34,851 shares

    4.78% of the 13F portfolio, value $86,693,236.

    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 1,432,678 shares
    Change vs previous 13F +50,460 shares

    5.12% of the 13F portfolio, value $83,596,746.

    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 1,382,218 shares
    Change vs previous 13F +22,497 shares

    5.3% of the 13F portfolio, value $86,126,015.

    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 1,359,721 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $84,737,796.

    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).