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Cresset Asset Management, LLC: BMI position timeline

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

Cresset Asset Management, LLC held 2,301 BMI 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 2,301 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $341,356.

    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 2,258 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $343,968.

    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 2,176 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $379,523.

    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 2,186 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $390,465.

    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 2,150 shares
    Change vs previous 13F -374 shares

    <0.01% of the 13F portfolio, value $526,633.

    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 2,524 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $480,121.

    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 2,490 shares
    Change vs previous 13F -1,827 shares

    <0.01% of the 13F portfolio, value $528,187.

    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 4,317 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $942,835.

    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).