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Cresset Asset Management, LLC: MSFT position timeline

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

Cresset Asset Management, LLC held 640,808 MSFT 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 640,808 shares
    Change vs previous 13F +61,197 shares

    0.87% of the 13F portfolio, value $239,034,248.

    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 579,611 shares
    Change vs previous 13F +31,451 shares

    0.93% of the 13F portfolio, value $214,554,712.

    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 548,160 shares
    Change vs previous 13F +2,959 shares

    1.13% of the 13F portfolio, value $265,101,385.

    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 545,201 shares
    Change vs previous 13F +23,535 shares

    1.24% of the 13F portfolio, value $282,387,060.

    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 521,666 shares
    Change vs previous 13F -86,526 shares

    1.3% of the 13F portfolio, value $259,481,736.

    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 608,192 shares
    Change vs previous 13F -47,473 shares

    1.15% of the 13F portfolio, value $228,309,244.

    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 655,665 shares
    Change vs previous 13F -528,564 shares

    1.33% of the 13F portfolio, value $276,362,871.

    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 1,184,229 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $509,573,693.

    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).