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Cresset Asset Management, LLC: AGG position timeline

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

Cresset Asset Management, LLC held 609,084 AGG 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 609,084 shares
    Change vs previous 13F +217,148 shares

    0.22% of the 13F portfolio, value $60,287,098.

    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 391,936 shares
    Change vs previous 13F +55,564 shares

    0.17% of the 13F portfolio, value $38,907,429.

    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 336,372 shares
    Change vs previous 13F +100,166 shares

    0.14% of the 13F portfolio, value $33,596,918.

    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 236,206 shares
    Change vs previous 13F +1,132 shares

    0.1% of the 13F portfolio, value $23,679,690.

    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 235,074 shares
    Change vs previous 13F -30,942 shares

    0.12% of the 13F portfolio, value $23,319,364.

    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 266,016 shares
    Change vs previous 13F -78,335 shares

    0.13% of the 13F portfolio, value $26,314,255.

    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 344,351 shares
    Change vs previous 13F +163,190 shares

    0.16% of the 13F portfolio, value $33,367,601.

    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 181,161 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $18,346,202.

    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).