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Cresset Asset Management, LLC: DOCS position timeline

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

Cresset Asset Management, LLC held 151,847 DOCS 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 151,847 shares
    Change vs previous 13F +127,537 shares

    0.01% of the 13F portfolio, value $3,149,307.

    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 24,310 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $566,423.

    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 23,930 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $1,059,620.

    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 23,892 shares
    Change vs previous 13F -31,874 shares

    0.01% of the 13F portfolio, value $1,747,700.

    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 55,766 shares
    Change vs previous 13F -1,739 shares

    0.02% of the 13F portfolio, value $3,420,686.

    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 57,505 shares
    Change vs previous 13F -7,227 shares

    0.02% of the 13F portfolio, value $3,337,015.

    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 64,732 shares
    Change vs previous 13F +12,538 shares

    0.02% of the 13F portfolio, value $3,456,041.

    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 52,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,274,093.

    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).