Skip to content
Disclosery

Cresset Asset Management, LLC: IQ position timeline

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

Cresset Asset Management, LLC held 68,513 IQ 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 68,513 shares
    Change vs previous 13F -1,505 shares

    <0.01% of the 13F portfolio, value $71,254.

    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 70,018 shares
    Change vs previous 13F -4,492 shares

    <0.01% of the 13F portfolio, value $94,524.

    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 74,510 shares
    Change vs previous 13F -993 shares

    <0.01% of the 13F portfolio, value $143,059.

    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 75,503 shares
    Change vs previous 13F +31,634 shares

    <0.01% of the 13F portfolio, value $193,288.

    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 43,869 shares
    Change vs previous 13F -26,603 shares

    <0.01% of the 13F portfolio, value $77,648.

    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 70,472 shares
    Change vs previous 13F -28,957 shares

    <0.01% of the 13F portfolio, value $159,267.

    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 99,429 shares
    Change vs previous 13F -22,378 shares

    <0.01% of the 13F portfolio, value $199,852.

    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 121,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,368.

    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).