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Cresset Asset Management, LLC: DE position timeline

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

Cresset Asset Management, LLC held 44,698 DE 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 44,698 shares
    Change vs previous 13F -4,413 shares

    0.1% of the 13F portfolio, value $28,425,938.

    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 49,111 shares
    Change vs previous 13F +667 shares

    0.12% of the 13F portfolio, value $27,743,725.

    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 48,444 shares
    Change vs previous 13F -2,210 shares

    0.1% of the 13F portfolio, value $22,632,505.

    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 50,654 shares
    Change vs previous 13F +82 shares

    0.1% of the 13F portfolio, value $23,243,982.

    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 50,572 shares
    Change vs previous 13F +724 shares

    0.13% of the 13F portfolio, value $25,797,678.

    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 49,848 shares
    Change vs previous 13F -1,246 shares

    0.12% of the 13F portfolio, value $23,476,613.

    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 51,094 shares
    Change vs previous 13F -29,428 shares

    0.1% of the 13F portfolio, value $21,677,297.

    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 80,522 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $33,687,113.

    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).