Skip to content
Disclosery

Cresset Asset Management, LLC: EXC position timeline

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

Cresset Asset Management, LLC held 220,583 EXC 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 220,583 shares
    Change vs previous 13F +39,407 shares

    0.04% of the 13F portfolio, value $10,283,571.

    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 181,176 shares
    Change vs previous 13F -89,692 shares

    0.04% of the 13F portfolio, value $8,881,242.

    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 270,868 shares
    Change vs previous 13F -1,248 shares

    0.05% of the 13F portfolio, value $11,807,136.

    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 272,116 shares
    Change vs previous 13F +224 shares

    0.05% of the 13F portfolio, value $12,247,941.

    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 271,892 shares
    Change vs previous 13F +235,796 shares

    0.06% of the 13F portfolio, value $11,805,551.

    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 36,096 shares
    Change vs previous 13F +28,232 shares

    0.01% of the 13F portfolio, value $1,663,283.

    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 7,864 shares
    Change vs previous 13F -72,439 shares

    <0.01% of the 13F portfolio, value $296,019.

    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 80,303 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,256,267.

    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).