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Cresset Asset Management, LLC: DFIN position timeline

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

Cresset Asset Management, LLC held 69,344 DFIN 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 69,344 shares
    Change vs previous 13F +4,250 shares

    0.01% of the 13F portfolio, value $2,908,981.

    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 65,094 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $3,068,531.

    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 65,225 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $3,045,355.

    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 65,271 shares
    Change vs previous 13F +1,948 shares

    0.01% of the 13F portfolio, value $3,356,888.

    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 63,323 shares
    Change vs previous 13F +7,620 shares

    0.02% of the 13F portfolio, value $3,903,863.

    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 55,703 shares
    Change vs previous 13F -534 shares

    0.01% of the 13F portfolio, value $2,434,778.

    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 56,237 shares
    Change vs previous 13F -57,090 shares

    0.02% of the 13F portfolio, value $3,527,748.

    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 113,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,460,316.

    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).