Skip to content
Disclosery

Cresset Asset Management, LLC: CTAS position timeline

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

Cresset Asset Management, LLC held 70,826 CTAS 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 70,826 shares
    Change vs previous 13F +14,550 shares

    0.04% of the 13F portfolio, value $12,046,060.

    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 56,276 shares
    Change vs previous 13F +25,993 shares

    0.04% of the 13F portfolio, value $9,518,480.

    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 30,283 shares
    Change vs previous 13F +598 shares

    0.02% of the 13F portfolio, value $5,695,465.

    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 29,685 shares
    Change vs previous 13F +962 shares

    0.03% of the 13F portfolio, value $6,093,192.

    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 28,723 shares
    Change vs previous 13F -9,058 shares

    0.03% of the 13F portfolio, value $6,401,405.

    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 37,781 shares
    Change vs previous 13F -32,658 shares

    0.04% of the 13F portfolio, value $7,765,165.

    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 70,439 shares
    Change vs previous 13F -29,292 shares

    0.06% of the 13F portfolio, value $12,869,261.

    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 99,731 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $20,532,531.

    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).