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Cresset Asset Management, LLC: IWF position timeline

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

Cresset Asset Management, LLC held 1,809,686 IWF 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 1,809,686 shares
    Change vs previous 13F +1,351,685 shares

    0.82% of the 13F portfolio, value $224,708,675.

    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 458,001 shares
    Change vs previous 13F -24,210 shares

    0.85% of the 13F portfolio, value $195,291,256.

    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 482,211 shares
    Change vs previous 13F +2,766 shares

    0.97% of the 13F portfolio, value $228,230,412.

    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 479,445 shares
    Change vs previous 13F +16,317 shares

    0.99% of the 13F portfolio, value $224,576,653.

    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 463,128 shares
    Change vs previous 13F -54,721 shares

    0.99% of the 13F portfolio, value $196,634,980.

    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 517,849 shares
    Change vs previous 13F -5,032 shares

    0.94% of the 13F portfolio, value $186,989,932.

    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 522,881 shares
    Change vs previous 13F -39,219 shares

    1.01% of the 13F portfolio, value $209,978,648.

    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 562,100 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $211,001,234.

    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).