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Cresset Asset Management, LLC: DFAE position timeline

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

Cresset Asset Management, LLC held 344,154 DFAE 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 344,154 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $13,838,432.

    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 343,800 shares
    Change vs previous 13F -7,685 shares

    0.05% of the 13F portfolio, value $11,641,075.

    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 351,485 shares
    Change vs previous 13F +3,297 shares

    0.05% of the 13F portfolio, value $11,447,860.

    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 348,188 shares
    Change vs previous 13F +90,230 shares

    0.05% of the 13F portfolio, value $10,978,381.

    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 257,958 shares
    Change vs previous 13F -14,090 shares

    0.04% of the 13F portfolio, value $7,467,875.

    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 272,048 shares
    Change vs previous 13F +7,479 shares

    0.04% of the 13F portfolio, value $7,043,324.

    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 264,569 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $6,712,107.

    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 264,441 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,248,341.

    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).