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Cresset Asset Management, LLC: IVE position timeline

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

Cresset Asset Management, LLC held 39,049 IVE 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 39,049 shares
    Change vs previous 13F -2,341 shares

    0.03% of the 13F portfolio, value $8,866,473.

    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 41,390 shares
    Change vs previous 13F +1,746 shares

    0.04% of the 13F portfolio, value $8,739,467.

    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 39,644 shares
    Change vs previous 13F +5,785 shares

    0.04% of the 13F portfolio, value $8,407,246.

    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 33,859 shares
    Change vs previous 13F -828 shares

    0.03% of the 13F portfolio, value $6,992,126.

    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 34,687 shares
    Change vs previous 13F -1,602 shares

    0.03% of the 13F portfolio, value $6,778,470.

    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 36,289 shares
    Change vs previous 13F -1,377 shares

    0.03% of the 13F portfolio, value $6,915,888.

    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 37,666 shares
    Change vs previous 13F -10,507 shares

    0.03% of the 13F portfolio, value $7,189,642.

    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 48,173 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,498,345.

    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).