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Cresset Asset Management, LLC: IWR position timeline

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

Cresset Asset Management, LLC held 230,088 IWR 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 230,088 shares
    Change vs previous 13F -11,172 shares

    0.09% of the 13F portfolio, value $25,383,270.

    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 241,260 shares
    Change vs previous 13F -6,696 shares

    0.1% of the 13F portfolio, value $23,457,689.

    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 247,956 shares
    Change vs previous 13F +6,530 shares

    0.1% of the 13F portfolio, value $23,870,708.

    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 241,426 shares
    Change vs previous 13F +26,819 shares

    0.1% of the 13F portfolio, value $23,309,677.

    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 214,607 shares
    Change vs previous 13F +54,634 shares

    0.1% of the 13F portfolio, value $19,737,365.

    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 159,973 shares
    Change vs previous 13F -527 shares

    0.07% of the 13F portfolio, value $13,608,896.

    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 160,500 shares
    Change vs previous 13F -28,187 shares

    0.07% of the 13F portfolio, value $14,188,226.

    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 188,687 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $16,630,878.

    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).