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Cresset Asset Management, LLC: MTB position timeline

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

Cresset Asset Management, LLC held 43,054 MTB 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 43,054 shares
    Change vs previous 13F +2,357 shares

    0.04% of the 13F portfolio, value $10,247,316.

    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 40,697 shares
    Change vs previous 13F +297 shares

    0.04% of the 13F portfolio, value $8,412,913.

    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 40,400 shares
    Change vs previous 13F +1,123 shares

    0.03% of the 13F portfolio, value $8,139,744.

    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 39,277 shares
    Change vs previous 13F +1,092 shares

    0.03% of the 13F portfolio, value $7,761,948.

    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 38,185 shares
    Change vs previous 13F -1,648 shares

    0.04% of the 13F portfolio, value $7,407,535.

    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 39,833 shares
    Change vs previous 13F +13,587 shares

    0.04% of the 13F portfolio, value $7,120,174.

    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 26,246 shares
    Change vs previous 13F -9,605 shares

    0.02% of the 13F portfolio, value $4,934,446.

    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 35,851 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,385,699.

    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).