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Cresset Asset Management, LLC: COIN position timeline

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

Cresset Asset Management, LLC held 41,319 COIN 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 41,319 shares
    Change vs previous 13F -2,804 shares

    0.02% of the 13F portfolio, value $6,040,462.

    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 44,123 shares
    Change vs previous 13F +7,013 shares

    0.03% of the 13F portfolio, value $7,704,362.

    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 37,110 shares
    Change vs previous 13F -8,272 shares

    0.04% of the 13F portfolio, value $8,392,113.

    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 45,382 shares
    Change vs previous 13F -6,923 shares

    0.07% of the 13F portfolio, value $15,316,133.

    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 52,305 shares
    Change vs previous 13F -12,156 shares

    0.09% of the 13F portfolio, value $18,332,458.

    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 64,461 shares
    Change vs previous 13F +3,189 shares

    0.06% of the 13F portfolio, value $11,102,157.

    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 61,272 shares
    Change vs previous 13F -10,468 shares

    0.07% of the 13F portfolio, value $15,213,893.

    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 71,740 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,781,956.

    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).