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Cresset Asset Management, LLC: ESGV position timeline

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

Cresset Asset Management, LLC held 92,937 ESGV 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 92,937 shares
    Change vs previous 13F -20 shares

    0.04% of the 13F portfolio, value $12,289,989.

    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 92,957 shares
    Change vs previous 13F +738 shares

    0.05% of the 13F portfolio, value $10,436,282.

    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 92,219 shares
    Change vs previous 13F +1,234 shares

    0.05% of the 13F portfolio, value $11,154,810.

    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 90,985 shares
    Change vs previous 13F +2,373 shares

    0.05% of the 13F portfolio, value $10,776,263.

    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 88,612 shares
    Change vs previous 13F +744 shares

    0.05% of the 13F portfolio, value $9,715,420.

    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 87,868 shares
    Change vs previous 13F +2,863 shares

    0.04% of the 13F portfolio, value $8,606,671.

    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 85,005 shares
    Change vs previous 13F +3,814 shares

    0.04% of the 13F portfolio, value $8,916,182.

    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 81,191 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,253,065.

    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).