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Cresset Asset Management, LLC: DFAX position timeline

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

Cresset Asset Management, LLC held 12,440 DFAX 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 12,440 shares
    Change vs previous 13F -4,576 shares

    <0.01% of the 13F portfolio, value $458,284.

    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 17,016 shares
    Change vs previous 13F -17,194 shares

    <0.01% of the 13F portfolio, value $578,037.

    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 34,210 shares
    Change vs previous 13F -108,545 shares

    <0.01% of the 13F portfolio, value $1,119,696.

    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 142,755 shares
    Change vs previous 13F +108,543 shares

    0.02% of the 13F portfolio, value $4,479,654.

    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 34,212 shares
    Change vs previous 13F -4,051 shares

    0.01% of the 13F portfolio, value $1,004,805.

    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 38,263 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $1,002,484.

    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 38,250 shares
    Change vs previous 13F -8,195 shares

    <0.01% of the 13F portfolio, value $950,893.

    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 46,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,254,483.

    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).