Skip to content
Disclosery

Cresset Asset Management, LLC: DTI position timeline

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

Cresset Asset Management, LLC held 257,292 DTI 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 257,292 shares
    Change vs previous 13F +157,458 shares

    <0.01% of the 13F portfolio, value $496,574.

    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 99,834 shares
    Change vs previous 13F -22,513 shares

    <0.01% of the 13F portfolio, value $432,281.

    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 122,347 shares
    Change vs previous 13F -78,174 shares

    <0.01% of the 13F portfolio, value $299,751.

    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 200,521 shares
    Change vs previous 13F +123,362 shares

    <0.01% of the 13F portfolio, value $461,198.

    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 77,159 shares
    Change vs previous 13F +6,670 shares

    <0.01% of the 13F portfolio, value $219,904.

    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 70,489 shares
    Change vs previous 13F -6,670 shares

    <0.01% of the 13F portfolio, value $167,059.

    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 77,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,310.

    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).