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Cresset Asset Management, LLC: AVUV position timeline

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

Cresset Asset Management, LLC held 682,657 AVUV 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 682,657 shares
    Change vs previous 13F +58,894 shares

    0.31% of the 13F portfolio, value $85,168,350.

    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 623,763 shares
    Change vs previous 13F -16,174 shares

    0.3% of the 13F portfolio, value $68,907,064.

    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 639,937 shares
    Change vs previous 13F +19,405 shares

    0.28% of the 13F portfolio, value $65,260,786.

    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 620,532 shares
    Change vs previous 13F +32,608 shares

    0.27% of the 13F portfolio, value $61,761,575.

    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 587,924 shares
    Change vs previous 13F +11,478 shares

    0.27% of the 13F portfolio, value $53,559,874.

    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 576,446 shares
    Change vs previous 13F +440,078 shares

    0.25% of the 13F portfolio, value $50,248,788.

    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 136,368 shares
    Change vs previous 13F -38,551 shares

    0.06% of the 13F portfolio, value $13,163,600.

    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 174,919 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,783,475.

    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).