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Cresset Asset Management, LLC: GIS position timeline

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

Cresset Asset Management, LLC held 18,496 GIS 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 18,496 shares
    Change vs previous 13F -48,479 shares

    <0.01% of the 13F portfolio, value $643,661.

    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 66,975 shares
    Change vs previous 13F +38,643 shares

    0.01% of the 13F portfolio, value $2,492,811.

    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 28,332 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $1,317,424.

    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 28,254 shares
    Change vs previous 13F +581 shares

    0.01% of the 13F portfolio, value $1,424,546.

    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 27,673 shares
    Change vs previous 13F -47,720 shares

    0.01% of the 13F portfolio, value $1,433,728.

    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 75,393 shares
    Change vs previous 13F -10,885 shares

    0.02% of the 13F portfolio, value $4,507,729.

    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 86,278 shares
    Change vs previous 13F -50,387 shares

    0.03% of the 13F portfolio, value $5,501,919.

    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 136,665 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,092,721.

    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).