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Cresset Asset Management, LLC: AVEM position timeline

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

Cresset Asset Management, LLC held 892,971 AVEM 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 892,971 shares
    Change vs previous 13F +30,042 shares

    0.31% of the 13F portfolio, value $86,162,753.

    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 862,929 shares
    Change vs previous 13F -13,356 shares

    0.3% of the 13F portfolio, value $69,534,777.

    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 876,285 shares
    Change vs previous 13F +27,999 shares

    0.29% of the 13F portfolio, value $67,491,421.

    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 848,286 shares
    Change vs previous 13F +48,916 shares

    0.28% of the 13F portfolio, value $63,714,739.

    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 799,370 shares
    Change vs previous 13F +31,647 shares

    0.27% of the 13F portfolio, value $54,788,800.

    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 767,723 shares
    Change vs previous 13F +423,990 shares

    0.23% of the 13F portfolio, value $46,193,892.

    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 343,733 shares
    Change vs previous 13F +11,057 shares

    0.1% of the 13F portfolio, value $20,208,057.

    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 332,676 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $21,490,885.

    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).