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Cresset Asset Management, LLC: EFV position timeline

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

Cresset Asset Management, LLC held 36,988 EFV 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 36,988 shares
    Change vs previous 13F +4,206 shares

    0.01% of the 13F portfolio, value $2,831,499.

    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 32,782 shares
    Change vs previous 13F +2,930 shares

    0.01% of the 13F portfolio, value $2,437,334.

    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 29,852 shares
    Change vs previous 13F +2,995 shares

    0.01% of the 13F portfolio, value $2,131,755.

    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 26,857 shares
    Change vs previous 13F +1,093 shares

    0.01% of the 13F portfolio, value $1,821,681.

    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 25,764 shares
    Change vs previous 13F +2,957 shares

    0.01% of the 13F portfolio, value $1,635,472.

    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 22,807 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $1,344,244.

    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 23,190 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $1,216,779.

    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 23,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,337,803.

    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).