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Cresset Asset Management, LLC: IWV position timeline

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

Cresset Asset Management, LLC held 124,004 IWV 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 124,004 shares
    Change vs previous 13F -3,391 shares

    0.19% of the 13F portfolio, value $52,875,341.

    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 127,395 shares
    Change vs previous 13F +9,794 shares

    0.2% of the 13F portfolio, value $47,223,012.

    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 117,601 shares
    Change vs previous 13F -736 shares

    0.19% of the 13F portfolio, value $45,493,907.

    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 118,337 shares
    Change vs previous 13F +107 shares

    0.2% of the 13F portfolio, value $44,842,694.

    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 118,230 shares
    Change vs previous 13F -473 shares

    0.21% of the 13F portfolio, value $41,499,007.

    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 118,703 shares
    Change vs previous 13F +13,502 shares

    0.19% of the 13F portfolio, value $37,704,682.

    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 105,201 shares
    Change vs previous 13F -42,645 shares

    0.17% of the 13F portfolio, value $35,163,476.

    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 147,846 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $48,305,654.

    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).