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Cresset Asset Management, LLC: CMI position timeline

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

Cresset Asset Management, LLC held 6,451 CMI 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 6,451 shares
    Change vs previous 13F -262 shares

    0.02% of the 13F portfolio, value $4,600,712.

    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 6,713 shares
    Change vs previous 13F -479 shares

    0.02% of the 13F portfolio, value $3,611,527.

    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 7,192 shares
    Change vs previous 13F +1,022 shares

    0.02% of the 13F portfolio, value $3,671,356.

    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 6,170 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $2,605,976.

    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 6,180 shares
    Change vs previous 13F -2,113 shares

    0.01% of the 13F portfolio, value $2,023,858.

    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 8,293 shares
    Change vs previous 13F -1,989 shares

    0.01% of the 13F portfolio, value $2,599,386.

    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 10,282 shares
    Change vs previous 13F -14,851 shares

    0.02% of the 13F portfolio, value $3,584,170.

    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 25,133 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,137,826.

    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).