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Cresset Asset Management, LLC: L position timeline

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

Cresset Asset Management, LLC held 10,249 L 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 10,249 shares
    Change vs previous 13F +591 shares

    <0.01% of the 13F portfolio, value $1,160,234.

    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 9,658 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $1,030,884.

    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 9,554 shares
    Change vs previous 13F +1,337 shares

    <0.01% of the 13F portfolio, value $1,006,170.

    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 8,217 shares
    Change vs previous 13F +171 shares

    <0.01% of the 13F portfolio, value $824,866.

    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 8,046 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $737,463.

    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 8,715 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $801,025.

    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 8,475 shares
    Change vs previous 13F -13,789 shares

    <0.01% of the 13F portfolio, value $717,730.

    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 22,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,759,943.

    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).