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Disclosery

Klingman & Associates, LLC: IWM position timeline

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

Klingman & Associates, LLC held 30,863 IWM 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 30,863 shares
    Change vs previous 13F -386 shares

    0.39% of the 13F portfolio, value $9,272,674.

    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 31,249 shares
    Change vs previous 13F -359 shares

    0.37% of the 13F portfolio, value $7,749,785.

    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 31,608 shares
    Change vs previous 13F -415 shares

    0.38% of the 13F portfolio, value $7,780,626.

    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 32,023 shares
    Change vs previous 13F -59 shares

    0.39% of the 13F portfolio, value $7,748,257.

    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 32,082 shares
    Change vs previous 13F -49 shares

    0.38% of the 13F portfolio, value $6,923,005.

    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 32,131 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $6,409,901.

    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 32,130 shares
    Change vs previous 13F -984 shares

    0.44% of the 13F portfolio, value $7,099,457.

    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 33,114 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,314,576.

    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).