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Cresset Asset Management, LLC: MDY position timeline

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

Cresset Asset Management, LLC held 12,497 MDY 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 12,497 shares
    Change vs previous 13F -2,271 shares

    0.03% of the 13F portfolio, value $8,810,954.

    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 14,768 shares
    Change vs previous 13F -11,526 shares

    0.04% of the 13F portfolio, value $9,130,591.

    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 26,294 shares
    Change vs previous 13F +2,344 shares

    0.07% of the 13F portfolio, value $15,920,008.

    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 23,950 shares
    Change vs previous 13F +2,380 shares

    0.06% of the 13F portfolio, value $14,313,404.

    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 21,570 shares
    Change vs previous 13F -1,638 shares

    0.06% of the 13F portfolio, value $12,258,114.

    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 23,208 shares
    Change vs previous 13F -12,925 shares

    0.06% of the 13F portfolio, value $12,411,136.

    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 36,133 shares
    Change vs previous 13F -14,187 shares

    0.1% of the 13F portfolio, value $20,626,874.

    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 50,320 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $28,724,737.

    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).