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Cresset Asset Management, LLC: IEI position timeline

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

Cresset Asset Management, LLC held 18,462 IEI 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 18,462 shares
    Change vs previous 13F +302 shares

    0.01% of the 13F portfolio, value $2,168,402.

    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 18,160 shares
    Change vs previous 13F +1,499 shares

    0.01% of the 13F portfolio, value $2,153,736.

    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 16,661 shares
    Change vs previous 13F +2,252 shares

    0.01% of the 13F portfolio, value $1,988,535.

    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 14,409 shares
    Change vs previous 13F -1,504 shares

    0.01% of the 13F portfolio, value $1,722,016.

    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 15,913 shares
    Change vs previous 13F -1,445 shares

    0.01% of the 13F portfolio, value $1,895,026.

    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 17,358 shares
    Change vs previous 13F -40,062 shares

    0.01% of the 13F portfolio, value $2,050,581.

    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 57,420 shares
    Change vs previous 13F -46,079 shares

    0.03% of the 13F portfolio, value $6,634,837.

    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 103,499 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,378,955.

    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).