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Cresset Asset Management, LLC: HLI position timeline

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

Cresset Asset Management, LLC held 1,833 HLI 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 1,833 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $245,924.

    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 2,076 shares
    Change vs previous 13F -5,047 shares

    <0.01% of the 13F portfolio, value $298,137.

    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 7,123 shares
    Change vs previous 13F +421 shares

    0.01% of the 13F portfolio, value $1,240,819.

    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 6,702 shares
    Change vs previous 13F +272 shares

    0.01% of the 13F portfolio, value $1,376,048.

    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 6,430 shares
    Change vs previous 13F -1,726 shares

    0.01% of the 13F portfolio, value $1,157,012.

    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 8,156 shares
    Change vs previous 13F -5,161 shares

    0.01% of the 13F portfolio, value $1,317,246.

    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 13,317 shares
    Change vs previous 13F -5,902 shares

    0.01% of the 13F portfolio, value $2,312,666.

    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 19,219 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,036,993.

    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).