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Cresset Asset Management, LLC: CALM position timeline

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

Cresset Asset Management, LLC held 17,118 CALM 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 17,118 shares
    Change vs previous 13F -6,293 shares

    0.01% of the 13F portfolio, value $1,379,074.

    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 23,411 shares
    Change vs previous 13F +385 shares

    0.01% of the 13F portfolio, value $1,852,974.

    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 23,026 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $1,832,196.

    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 22,969 shares
    Change vs previous 13F +199 shares

    0.01% of the 13F portfolio, value $2,161,387.

    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 22,770 shares
    Change vs previous 13F -4,309 shares

    0.01% of the 13F portfolio, value $2,268,569.

    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 27,079 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $2,461,496.

    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 28,414 shares
    Change vs previous 13F -639 shares

    0.01% of the 13F portfolio, value $2,924,347.

    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 29,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,174,303.

    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).