Klingman & Associates, LLC: IVV position timeline

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

Klingman & Associates, LLC held 530,731 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 530,731 shares
Change vs previous 13F +4,030 shares
16.92% of the 13F portfolio, value $397,459,029.
13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 526,701 shares
Change vs previous 13F +12,506 shares
16.47% of the 13F portfolio, value $344,046,422.
13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 514,195 shares
Change vs previous 13F +6,574 shares
16.99% of the 13F portfolio, value $352,192,746.
13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 507,621 shares
Change vs previous 13F -4,148 shares
17.14% of the 13F portfolio, value $339,750,524.
13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 511,769 shares
Change vs previous 13F -17,167 shares
17.52% of the 13F portfolio, value $317,757,174.
13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 528,936 shares
Change vs previous 13F +5,994 shares
18.2% of the 13F portfolio, value $297,209,131.
13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 522,942 shares
Change vs previous 13F +319 shares
18.93% of the 13F portfolio, value $307,845,782.
13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 522,623 shares
Change vs previous 13F not available
18.67% of the 13F portfolio, value $301,459,297.
13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).