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Cresset Asset Management, LLC: ITOT position timeline

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

Cresset Asset Management, LLC held 570,739 ITOT 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 570,739 shares
    Change vs previous 13F +112,349 shares

    0.34% of the 13F portfolio, value $93,755,377.

    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 458,390 shares
    Change vs previous 13F +7,701 shares

    0.28% of the 13F portfolio, value $65,288,440.

    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 450,689 shares
    Change vs previous 13F +34,565 shares

    0.28% of the 13F portfolio, value $67,012,977.

    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 416,124 shares
    Change vs previous 13F +16,054 shares

    0.27% of the 13F portfolio, value $60,608,483.

    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 400,070 shares
    Change vs previous 13F -29,405 shares

    0.27% of the 13F portfolio, value $54,025,500.

    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 429,475 shares
    Change vs previous 13F -48,629 shares

    0.26% of the 13F portfolio, value $52,400,266.

    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 478,104 shares
    Change vs previous 13F -67,488 shares

    0.3% of the 13F portfolio, value $61,493,799.

    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 545,592 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $68,537,294.

    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).