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
- period ended2026-06-3013F 60,947 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,648 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 41,266 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 17,050 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).