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Cresset Asset Management, LLC: IWM position timeline

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

Cresset Asset Management, LLC held 432,154 IWM 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 432,154 shares
    Change vs previous 13F +5,086 shares

    0.47% of the 13F portfolio, value $129,840,557.

    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 427,068 shares
    Change vs previous 13F -7,867 shares

    0.46% of the 13F portfolio, value $105,912,764.

    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 434,935 shares
    Change vs previous 13F +19,914 shares

    0.46% of the 13F portfolio, value $107,063,594.

    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 415,021 shares
    Change vs previous 13F +2,482 shares

    0.44% of the 13F portfolio, value $100,418,339.

    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 412,539 shares
    Change vs previous 13F +7,849 shares

    0.45% of the 13F portfolio, value $89,021,789.

    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 404,690 shares
    Change vs previous 13F +9,551 shares

    0.41% of the 13F portfolio, value $80,731,527.

    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 395,139 shares
    Change vs previous 13F -94,927 shares

    0.42% of the 13F portfolio, value $87,309,771.

    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 490,066 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $108,250,578.

    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).