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Cresset Asset Management, LLC: IQLT position timeline

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

Cresset Asset Management, LLC held 1,903,106 IQLT 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 1,903,106 shares
    Change vs previous 13F +24,615 shares

    0.34% of the 13F portfolio, value $94,298,916.

    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 1,878,491 shares
    Change vs previous 13F +170,406 shares

    0.38% of the 13F portfolio, value $86,842,674.

    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 1,708,085 shares
    Change vs previous 13F +185,106 shares

    0.33% of the 13F portfolio, value $77,632,447.

    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 1,522,979 shares
    Change vs previous 13F +148,892 shares

    0.3% of the 13F portfolio, value $67,300,469.

    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 1,374,087 shares
    Change vs previous 13F +59,572 shares

    0.3% of the 13F portfolio, value $59,388,067.

    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 1,314,515 shares
    Change vs previous 13F +385 shares

    0.26% of the 13F portfolio, value $52,173,113.

    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 1,314,130 shares
    Change vs previous 13F -12,529 shares

    0.24% of the 13F portfolio, value $48,780,508.

    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 1,326,659 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $55,043,100.

    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).