Cresset Asset Management, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on HDV, newest first. How the timeline and the estimate are built.
Cresset Asset Management, LLC held 86,690 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 86,690 sharesChange vs previous 13F +69,798 shares
0.01% of the 13F portfolio, value $2,376,163.
13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,892 sharesChange vs previous 13F +992 shares
0.01% of the 13F portfolio, value $2,292,569.
13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,900 sharesChange vs previous 13F -57 shares
0.01% of the 13F portfolio, value $1,933,594.
13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 15,957 sharesChange vs previous 13F +383 shares
0.01% of the 13F portfolio, value $1,953,927.
13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 15,574 sharesChange vs previous 13F -627 shares
0.01% of the 13F portfolio, value $1,824,814.
13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,201 sharesChange vs previous 13F -47 shares
0.01% of the 13F portfolio, value $1,962,216.
13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,248 sharesChange vs previous 13F -1,993 shares
0.01% of the 13F portfolio, value $1,823,974.
13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,241 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,145,552.
13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).