Skip to content
Disclosery

Cresset Asset Management, LLC: D position timeline

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

Cresset Asset Management, LLC held 10,179 D 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 10,179 shares
    Change vs previous 13F +4,167 shares

    <0.01% of the 13F portfolio, value $695,149.

    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 6,012 shares
    Change vs previous 13F -2,232 shares

    <0.01% of the 13F portfolio, value $371,697.

    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 8,244 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $483,026.

    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 8,400 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $513,845.

    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 6,617 shares
    Change vs previous 13F -12,005 shares

    <0.01% of the 13F portfolio, value $373,998.

    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 18,622 shares
    Change vs previous 13F -586 shares

    0.01% of the 13F portfolio, value $1,044,163.

    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 19,208 shares
    Change vs previous 13F -52,653 shares

    <0.01% of the 13F portfolio, value $1,034,522.

    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 71,861 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,152,862.

    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).