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Cresset Asset Management, LLC: DFUV position timeline

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

Cresset Asset Management, LLC held 57,218 DFUV 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 57,218 shares
    Change vs previous 13F -7,781 shares

    0.01% of the 13F portfolio, value $3,147,602.

    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 64,999 shares
    Change vs previous 13F +1,111 shares

    0.01% of the 13F portfolio, value $3,149,838.

    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 63,888 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $2,976,575.

    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 62,742 shares
    Change vs previous 13F +20,192 shares

    0.01% of the 13F portfolio, value $2,803,960.

    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 42,550 shares
    Change vs previous 13F -53,825 shares

    0.01% of the 13F portfolio, value $1,799,033.

    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 96,375 shares
    Change vs previous 13F -4,038 shares

    0.02% of the 13F portfolio, value $3,971,627.

    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 100,413 shares
    Change vs previous 13F -43,444 shares

    0.02% of the 13F portfolio, value $4,108,912.

    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 143,857 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,997,388.

    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).