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Cresset Asset Management, LLC: CSGP position timeline

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

Cresset Asset Management, LLC held 25,258 CSGP 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 25,258 shares
    Change vs previous 13F +15,287 shares

    <0.01% of the 13F portfolio, value $715,307.

    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 9,971 shares
    Change vs previous 13F +684 shares

    <0.01% of the 13F portfolio, value $402,230.

    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 9,287 shares
    Change vs previous 13F +1,818 shares

    <0.01% of the 13F portfolio, value $624,458.

    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 7,469 shares
    Change vs previous 13F +1,041 shares

    <0.01% of the 13F portfolio, value $630,160.

    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 6,428 shares
    Change vs previous 13F -5,075 shares

    <0.01% of the 13F portfolio, value $516,811.

    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 11,503 shares
    Change vs previous 13F +2,723 shares

    <0.01% of the 13F portfolio, value $911,383.

    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 8,780 shares
    Change vs previous 13F -15,917 shares

    <0.01% of the 13F portfolio, value $628,561.

    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 24,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,863,114.

    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).