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Cresset Asset Management, LLC: FIVE position timeline

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

Cresset Asset Management, LLC held 1,228 FIVE 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 1,228 shares
    Change vs previous 13F -5,588 shares

    <0.01% of the 13F portfolio, value $220,782.

    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 6,816 shares
    Change vs previous 13F -88,738 shares

    0.01% of the 13F portfolio, value $1,557,320.

    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 95,554 shares
    Change vs previous 13F -64,855 shares

    0.08% of the 13F portfolio, value $17,998,551.

    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 160,409 shares
    Change vs previous 13F +3,385 shares

    0.11% of the 13F portfolio, value $24,815,272.

    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 157,024 shares
    Change vs previous 13F -13,586 shares

    0.1% of the 13F portfolio, value $20,598,408.

    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 170,610 shares
    Change vs previous 13F -97,709 shares

    0.06% of the 13F portfolio, value $12,782,954.

    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 268,319 shares
    Change vs previous 13F -249,832 shares

    0.14% of the 13F portfolio, value $28,162,763.

    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 518,151 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $45,778,641.

    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).