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Cresset Asset Management, LLC: CLX position timeline

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

Cresset Asset Management, LLC held 3,604 CLX 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 3,604 shares
    Change vs previous 13F -1,960 shares

    <0.01% of the 13F portfolio, value $343,962.

    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 5,564 shares
    Change vs previous 13F -30,759 shares

    <0.01% of the 13F portfolio, value $576,645.

    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 36,323 shares
    Change vs previous 13F -817 shares

    0.02% of the 13F portfolio, value $3,662,464.

    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 37,140 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $4,579,363.

    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 36,340 shares
    Change vs previous 13F -6,939 shares

    0.02% of the 13F portfolio, value $4,363,302.

    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 43,279 shares
    Change vs previous 13F +10,924 shares

    0.03% of the 13F portfolio, value $6,372,803.

    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 32,355 shares
    Change vs previous 13F -21,413 shares

    0.03% of the 13F portfolio, value $5,254,829.

    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 53,768 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,759,466.

    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).