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Cresset Asset Management, LLC: JEF position timeline

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

Cresset Asset Management, LLC held 23,976 JEF 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 23,976 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $1,198,335.

    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 24,929 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $1,028,812.

    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 24,933 shares
    Change vs previous 13F +496 shares

    0.01% of the 13F portfolio, value $1,545,107.

    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 24,437 shares
    Change vs previous 13F -168 shares

    0.01% of the 13F portfolio, value $1,598,669.

    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 24,605 shares
    Change vs previous 13F -26,913 shares

    0.01% of the 13F portfolio, value $1,345,647.

    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 51,518 shares
    Change vs previous 13F -2,709 shares

    0.01% of the 13F portfolio, value $2,759,840.

    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 54,227 shares
    Change vs previous 13F -30,367 shares

    0.02% of the 13F portfolio, value $4,251,421.

    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 84,594 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,206,734.

    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).