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Cresset Asset Management, LLC: ED position timeline

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

Cresset Asset Management, LLC held 77,546 ED 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 77,546 shares
    Change vs previous 13F +3,274 shares

    0.03% of the 13F portfolio, value $8,579,001.

    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 74,272 shares
    Change vs previous 13F +5,355 shares

    0.04% of the 13F portfolio, value $8,406,143.

    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 68,917 shares
    Change vs previous 13F -2,668 shares

    0.03% of the 13F portfolio, value $6,844,853.

    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 71,585 shares
    Change vs previous 13F +1,673 shares

    0.03% of the 13F portfolio, value $7,195,726.

    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 69,912 shares
    Change vs previous 13F -3,383 shares

    0.04% of the 13F portfolio, value $7,015,657.

    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 73,295 shares
    Change vs previous 13F -3,306 shares

    0.04% of the 13F portfolio, value $8,105,664.

    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 76,601 shares
    Change vs previous 13F -16,745 shares

    0.03% of the 13F portfolio, value $6,835,119.

    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 93,346 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,720,079.

    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).