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Cresset Asset Management, LLC: EFG position timeline

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

Cresset Asset Management, LLC held 229,783 EFG 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 229,783 shares
    Change vs previous 13F +4,534 shares

    0.1% of the 13F portfolio, value $28,589,614.

    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 225,249 shares
    Change vs previous 13F +1,157 shares

    0.11% of the 13F portfolio, value $25,085,983.

    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 224,092 shares
    Change vs previous 13F +66,506 shares

    0.11% of the 13F portfolio, value $25,528,562.

    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 157,586 shares
    Change vs previous 13F +1,594 shares

    0.08% of the 13F portfolio, value $17,945,871.

    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 155,992 shares
    Change vs previous 13F +49,380 shares

    0.09% of the 13F portfolio, value $17,471,082.

    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 106,612 shares
    Change vs previous 13F -640 shares

    0.05% of the 13F portfolio, value $10,661,201.

    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 107,252 shares
    Change vs previous 13F -5,501 shares

    0.05% of the 13F portfolio, value $10,385,216.

    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 112,753 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,137,897.

    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).