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Klingman & Associates, LLC: IXUS position timeline

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

Klingman & Associates, LLC held 29,484 IXUS 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 29,484 shares
    Change vs previous 13F -435 shares

    0.12% of the 13F portfolio, value $2,813,953.

    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 29,919 shares
    Change vs previous 13F -67 shares

    0.12% of the 13F portfolio, value $2,592,183.

    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 29,986 shares
    Change vs previous 13F +41 shares

    0.12% of the 13F portfolio, value $2,538,016.

    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 29,945 shares
    Change vs previous 13F +1,165 shares

    0.12% of the 13F portfolio, value $2,472,859.

    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 28,780 shares
    Change vs previous 13F +905 shares

    0.12% of the 13F portfolio, value $2,224,982.

    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 27,875 shares
    Change vs previous 13F -360 shares

    0.12% of the 13F portfolio, value $1,945,954.

    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 28,235 shares
    Change vs previous 13F +418 shares

    0.11% of the 13F portfolio, value $1,867,463.

    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 27,817 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,020,349.

    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).