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Cresset Asset Management, LLC: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on IDEV, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 41,222 IDEV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,222 shares
    Change vs previous 13F +1,183 shares

    0.01% of the 13F portfolio, value $3,669,143.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 40,039 shares
    Change vs previous 13F +1,505 shares

    0.01% of the 13F portfolio, value $3,346,037.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 38,534 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $3,178,279.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 38,559 shares
    Change vs previous 13F +10,387 shares

    0.01% of the 13F portfolio, value $3,091,237.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 28,172 shares
    Change vs previous 13F +13,714 shares

    0.01% of the 13F portfolio, value $2,142,163.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 14,458 shares
    Change vs previous 13F +1,519 shares

    <0.01% of the 13F portfolio, value $996,027.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 12,939 shares
    Change vs previous 13F -3,077 shares

    <0.01% of the 13F portfolio, value $834,192.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 16,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,134,407.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).