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Cresset Asset Management, LLC: CGDV position timeline

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

Cresset Asset Management, LLC held 282,639 CGDV 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 282,639 shares
    Change vs previous 13F +6,507 shares

    0.05% of the 13F portfolio, value $13,970,034.

    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 276,132 shares
    Change vs previous 13F -479 shares

    0.05% of the 13F portfolio, value $11,777,125.

    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 276,611 shares
    Change vs previous 13F -4,585 shares

    0.05% of the 13F portfolio, value $12,071,314.

    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 281,196 shares
    Change vs previous 13F +36,261 shares

    0.05% of the 13F portfolio, value $11,856,890.

    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 244,935 shares
    Change vs previous 13F +111,101 shares

    0.05% of the 13F portfolio, value $9,672,476.

    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 133,834 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,784,145.

    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).