Skip to content
Disclosery

Klingman & Associates, LLC: IWF position timeline

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

Klingman & Associates, LLC held 28,958 IWF 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 28,958 shares
    Change vs previous 13F +21,721 shares

    0.15% of the 13F portfolio, value $3,595,708.

    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 7,237 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $3,085,859.

    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 7,233 shares
    Change vs previous 13F +5,052 shares

    0.17% of the 13F portfolio, value $3,423,558.

    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 2,181 shares
    Change vs previous 13F -591 shares

    0.05% of the 13F portfolio, value $1,021,603.

    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 2,772 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $1,176,936.

    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 2,770 shares
    Change vs previous 13F +603 shares

    0.06% of the 13F portfolio, value $1,000,220.

    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 2,167 shares
    Change vs previous 13F +195 shares

    0.05% of the 13F portfolio, value $870,224.

    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 1,972 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $740,250.

    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).