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Cresset Asset Management, LLC: KFY position timeline

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

Cresset Asset Management, LLC held 42,407 KFY 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 42,407 shares
    Change vs previous 13F +31,719 shares

    0.01% of the 13F portfolio, value $2,823,456.

    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 10,688 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $678,678.

    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 10,757 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $715,360.

    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 10,865 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $765,580.

    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 10,871 shares
    Change vs previous 13F -3,359 shares

    <0.01% of the 13F portfolio, value $797,191.

    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 14,230 shares
    Change vs previous 13F -677 shares

    <0.01% of the 13F portfolio, value $972,005.

    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 14,907 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $1,010,953.

    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 15,044 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,137,333.

    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).