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Cresset Asset Management, LLC: FN position timeline

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

Cresset Asset Management, LLC held 34,598 FN 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 34,598 shares
    Change vs previous 13F -1,966 shares

    0.07% of the 13F portfolio, value $19,446,844.

    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 36,564 shares
    Change vs previous 13F -900 shares

    0.08% of the 13F portfolio, value $19,068,857.

    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 37,464 shares
    Change vs previous 13F +879 shares

    0.07% of the 13F portfolio, value $17,056,610.

    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 36,585 shares
    Change vs previous 13F +34 shares

    0.06% of the 13F portfolio, value $13,339,623.

    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 36,551 shares
    Change vs previous 13F -908 shares

    0.05% of the 13F portfolio, value $10,770,849.

    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 37,459 shares
    Change vs previous 13F +2,132 shares

    0.04% of the 13F portfolio, value $7,398,527.

    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 35,327 shares
    Change vs previous 13F -3,233 shares

    0.04% of the 13F portfolio, value $7,767,701.

    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 38,560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,117,126.

    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).