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Cresset Asset Management, LLC: DFAI position timeline

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

Cresset Asset Management, LLC held 176,279 DFAI 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 176,279 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $7,271,506.

    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 175,940 shares
    Change vs previous 13F -21,303 shares

    0.03% of the 13F portfolio, value $6,854,622.

    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 197,243 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $7,516,931.

    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 197,243 shares
    Change vs previous 13F +148,575 shares

    0.03% of the 13F portfolio, value $7,169,783.

    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 48,668 shares
    Change vs previous 13F -25,206 shares

    0.01% of the 13F portfolio, value $1,682,453.

    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 73,874 shares
    Change vs previous 13F +3,356 shares

    0.01% of the 13F portfolio, value $2,307,085.

    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 70,518 shares
    Change vs previous 13F -3,222 shares

    0.01% of the 13F portfolio, value $2,059,126.

    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 73,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,343,457.

    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).