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Cresset Asset Management, LLC: CL position timeline

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

Cresset Asset Management, LLC held 54,921 CL 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 54,921 shares
    Change vs previous 13F -3,084 shares

    0.02% of the 13F portfolio, value $5,035,115.

    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 58,005 shares
    Change vs previous 13F -50,595 shares

    0.02% of the 13F portfolio, value $4,943,836.

    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 108,600 shares
    Change vs previous 13F +804 shares

    0.04% of the 13F portfolio, value $8,581,564.

    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 107,796 shares
    Change vs previous 13F +2,137 shares

    0.04% of the 13F portfolio, value $8,617,262.

    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 105,659 shares
    Change vs previous 13F -10,266 shares

    0.05% of the 13F portfolio, value $9,604,434.

    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 115,925 shares
    Change vs previous 13F -1,949 shares

    0.05% of the 13F portfolio, value $10,862,191.

    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 117,874 shares
    Change vs previous 13F -63,291 shares

    0.05% of the 13F portfolio, value $10,715,944.

    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 181,165 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $18,806,736.

    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).