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Cresset Asset Management, LLC: IUSG position timeline

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

Cresset Asset Management, LLC held 72,807 IUSG 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 72,807 shares
    Change vs previous 13F +10,835 shares

    0.05% of the 13F portfolio, value $13,694,261.

    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 61,972 shares
    Change vs previous 13F -1,508 shares

    0.04% of the 13F portfolio, value $9,612,624.

    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 63,480 shares
    Change vs previous 13F +5,051 shares

    0.05% of the 13F portfolio, value $10,660,910.

    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 58,429 shares
    Change vs previous 13F -1,847 shares

    0.04% of the 13F portfolio, value $9,613,934.

    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 60,276 shares
    Change vs previous 13F -105 shares

    0.05% of the 13F portfolio, value $9,065,523.

    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 60,381 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $7,673,201.

    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 60,373 shares
    Change vs previous 13F -9,219 shares

    0.04% of the 13F portfolio, value $8,412,931.

    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 69,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,179,850.

    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).