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Cresset Asset Management, LLC: IWD position timeline

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

Cresset Asset Management, LLC held 327,952 IWD 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 327,952 shares
    Change vs previous 13F +3,458 shares

    0.29% of the 13F portfolio, value $79,505,403.

    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 324,494 shares
    Change vs previous 13F +26,521 shares

    0.3% of the 13F portfolio, value $69,334,671.

    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 297,973 shares
    Change vs previous 13F +8,008 shares

    0.27% of the 13F portfolio, value $62,675,595.

    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 289,965 shares
    Change vs previous 13F +13,483 shares

    0.26% of the 13F portfolio, value $59,033,907.

    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 276,482 shares
    Change vs previous 13F -13,809 shares

    0.27% of the 13F portfolio, value $53,701,070.

    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 290,291 shares
    Change vs previous 13F -9,790 shares

    0.27% of the 13F portfolio, value $54,621,140.

    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 300,081 shares
    Change vs previous 13F -23,633 shares

    0.27% of the 13F portfolio, value $55,553,959.

    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 323,714 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $61,440,910.

    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).