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Cresset Asset Management, LLC: IVV position timeline

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

Cresset Asset Management, LLC held 2,366,720 IVV 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 2,366,720 shares
    Change vs previous 13F +10,785 shares

    6.46% of the 13F portfolio, value $1,772,413,481.

    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 2,355,935 shares
    Change vs previous 13F +54,030 shares

    6.66% of the 13F portfolio, value $1,538,894,369.

    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 2,301,905 shares
    Change vs previous 13F +71,634 shares

    6.7% of the 13F portfolio, value $1,576,666,959.

    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 2,230,271 shares
    Change vs previous 13F +239,238 shares

    6.57% of the 13F portfolio, value $1,492,720,120.

    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 1,991,033 shares
    Change vs previous 13F -130,035 shares

    6.19% of the 13F portfolio, value $1,236,232,601.

    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 2,121,068 shares
    Change vs previous 13F +58,163 shares

    5.98% of the 13F portfolio, value $1,191,822,322.

    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 2,062,905 shares
    Change vs previous 13F -627,759 shares

    5.85% of the 13F portfolio, value $1,214,391,491.

    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 2,690,664 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $1,552,029,061.

    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).