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Disclosery

Klingman & Associates, LLC: IWB position timeline

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

Klingman & Associates, LLC held 21,719 IWB 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 21,719 shares
    Change vs previous 13F -315 shares

    0.38% of the 13F portfolio, value $8,893,931.

    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 22,034 shares
    Change vs previous 13F +230 shares

    0.38% of the 13F portfolio, value $7,856,444.

    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 21,804 shares
    Change vs previous 13F -249 shares

    0.39% of the 13F portfolio, value $8,142,486.

    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 22,053 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $8,059,931.

    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 22,053 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $7,488,538.

    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 22,053 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $6,764,538.

    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 22,053 shares
    Change vs previous 13F -50 shares

    0.44% of the 13F portfolio, value $7,104,595.

    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 22,103 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,948,963.

    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).