Skip to content
Disclosery

Cresset Asset Management, LLC: IVT position timeline

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

Cresset Asset Management, LLC held 35,356 IVT 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 35,356 shares
    Change vs previous 13F +18,500 shares

    <0.01% of the 13F portfolio, value $1,260,441.

    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 16,856 shares
    Change vs previous 13F -17,216 shares

    <0.01% of the 13F portfolio, value $517,648.

    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 34,072 shares
    Change vs previous 13F +5,589 shares

    <0.01% of the 13F portfolio, value $969,270.

    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 28,483 shares
    Change vs previous 13F +2,227 shares

    <0.01% of the 13F portfolio, value $821,954.

    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 26,256 shares
    Change vs previous 13F +16,856 shares

    <0.01% of the 13F portfolio, value $725,655.

    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 9,400 shares
    Change vs previous 13F -15,562 shares

    <0.01% of the 13F portfolio, value $278,311.

    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 24,962 shares
    Change vs previous 13F +8,306 shares

    <0.01% of the 13F portfolio, value $753,985.

    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 16,656 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $472,531.

    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).