Skip to content
Disclosery

Cresset Asset Management, LLC: IUSV position timeline

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

Cresset Asset Management, LLC held 26,936 IUSV 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 26,936 shares
    Change vs previous 13F +2,627 shares

    0.01% of the 13F portfolio, value $2,966,904.

    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 24,309 shares
    Change vs previous 13F -8,933 shares

    0.01% of the 13F portfolio, value $2,485,562.

    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 33,242 shares
    Change vs previous 13F +8,207 shares

    0.01% of the 13F portfolio, value $3,408,548.

    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 25,035 shares
    Change vs previous 13F -946 shares

    0.01% of the 13F portfolio, value $2,502,247.

    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 25,981 shares
    Change vs previous 13F -19,764 shares

    0.01% of the 13F portfolio, value $2,458,578.

    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 45,745 shares
    Change vs previous 13F +1,934 shares

    0.02% of the 13F portfolio, value $4,221,775.

    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 43,811 shares
    Change vs previous 13F +3,608 shares

    0.02% of the 13F portfolio, value $4,056,471.

    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 40,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,838,990.

    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).