Skip to content
Disclosery

Cresset Asset Management, LLC: IWO position timeline

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

Cresset Asset Management, LLC held 131,388 IWO 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 131,388 shares
    Change vs previous 13F -1,160 shares

    0.19% of the 13F portfolio, value $51,761,487.

    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 132,548 shares
    Change vs previous 13F -6,782 shares

    0.18% of the 13F portfolio, value $41,594,740.

    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 139,330 shares
    Change vs previous 13F +38 shares

    0.19% of the 13F portfolio, value $45,004,961.

    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 139,292 shares
    Change vs previous 13F +3,419 shares

    0.2% of the 13F portfolio, value $44,579,099.

    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 135,873 shares
    Change vs previous 13F -49,507 shares

    0.19% of the 13F portfolio, value $38,840,813.

    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 185,380 shares
    Change vs previous 13F -9,815 shares

    0.24% of the 13F portfolio, value $47,370,110.

    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 195,195 shares
    Change vs previous 13F -4,628 shares

    0.27% of the 13F portfolio, value $56,181,254.

    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 199,823 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $56,749,717.

    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).