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Cresset Asset Management, LLC: B position timeline

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

Cresset Asset Management, LLC held 60,947 B 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 60,947 shares
    Change vs previous 13F +19,347 shares

    0.01% of the 13F portfolio, value $2,239,023.

    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 41,600 shares
    Change vs previous 13F +952 shares

    0.01% of the 13F portfolio, value $1,696,591.

    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 40,648 shares
    Change vs previous 13F -618 shares

    0.01% of the 13F portfolio, value $1,770,236.

    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 41,266 shares
    Change vs previous 13F +24,216 shares

    0.01% of the 13F portfolio, value $1,352,274.

    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 17,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,971.

    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).