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Disclosery

Cresset Asset Management, LLC: EPOL position timeline

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

Cresset Asset Management, LLC held 0 EPOL shares at 2025-06-30 per its 13F-HR/A filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -16,600 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 16,600 shares
    Change vs previous 13F +6,516 shares

    <0.01% of the 13F portfolio, value $464,966.

    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).

  3. period ended2024-12-31
    13F 10,084 shares
    Change vs previous 13F -9,516 shares

    <0.01% of the 13F portfolio, value $210,448.

    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).

  4. period ended2024-09-30
    13F 19,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $475,104.

    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).