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Cresset Asset Management, LLC: FNDA position timeline

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

Cresset Asset Management, LLC held 176,941 FNDA 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 176,941 shares
    Change vs previous 13F +46,906 shares

    0.02% of the 13F portfolio, value $6,734,374.

    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 130,035 shares
    Change vs previous 13F -8,801 shares

    0.02% of the 13F portfolio, value $4,217,035.

    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 138,836 shares
    Change vs previous 13F +818 shares

    0.02% of the 13F portfolio, value $4,374,736.

    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 138,018 shares
    Change vs previous 13F -31,413 shares

    0.02% of the 13F portfolio, value $4,300,638.

    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 169,431 shares
    Change vs previous 13F -39,520 shares

    0.02% of the 13F portfolio, value $4,854,184.

    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 208,951 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $5,723,160.

    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 208,951 shares
    Change vs previous 13F +18,961 shares

    0.03% of the 13F portfolio, value $6,205,830.

    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 189,990 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,317,716.

    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).