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Cresset Asset Management, LLC: FDS position timeline

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

Cresset Asset Management, LLC held 1,403 FDS 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 1,403 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $322,802.

    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 1,475 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $320,060.

    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 1,584 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $459,661.

    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 953 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $273,025.

    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 939 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $419,996.

    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 1,043 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $474,187.

    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 1,379 shares
    Change vs previous 13F -2,289 shares

    <0.01% of the 13F portfolio, value $662,276.

    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 3,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,686,644.

    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).