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Cresset Asset Management, LLC: MO position timeline

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

Cresset Asset Management, LLC held 259,099 MO 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 259,099 shares
    Change vs previous 13F +1,012 shares

    0.07% of the 13F portfolio, value $18,916,859.

    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 258,087 shares
    Change vs previous 13F -28,056 shares

    0.08% of the 13F portfolio, value $17,337,331.

    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 286,143 shares
    Change vs previous 13F -1,568 shares

    0.07% of the 13F portfolio, value $16,801,498.

    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 287,711 shares
    Change vs previous 13F +13,937 shares

    0.09% of the 13F portfolio, value $19,310,383.

    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 273,774 shares
    Change vs previous 13F -14,464 shares

    0.08% of the 13F portfolio, value $16,330,432.

    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 288,238 shares
    Change vs previous 13F +142,691 shares

    0.09% of the 13F portfolio, value $17,593,944.

    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 145,547 shares
    Change vs previous 13F -159,887 shares

    0.04% of the 13F portfolio, value $7,731,949.

    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 305,434 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,862,310.

    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).