Cresset Asset Management, LLC: LOCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on LOCL, newest first. How the timeline and the estimate are built.
Cresset Asset Management, LLC held 213,036 LOCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 213,036 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $274,816.
13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 213,036 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $247,122.
13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 213,036 sharesChange vs previous 13F -1,197 shares
<0.01% of the 13F portfolio, value $455,897.
13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 214,233 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $640,557.
13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 214,233 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $501,305.
13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 214,233 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $441,320.
13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 214,233 sharesChange vs previous 13F -214,233 shares
<0.01% of the 13F portfolio, value $443,463.
13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 428,466 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,071,166.
13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).