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Cresset Asset Management, LLC: MUB position timeline

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

Cresset Asset Management, LLC held 237,825 MUB 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 237,825 shares
    Change vs previous 13F +7,260 shares

    0.09% of the 13F portfolio, value $25,594,733.

    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 230,565 shares
    Change vs previous 13F +6,268 shares

    0.11% of the 13F portfolio, value $24,474,452.

    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 224,297 shares
    Change vs previous 13F -12,439 shares

    0.1% of the 13F portfolio, value $24,024,462.

    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 236,736 shares
    Change vs previous 13F +1,773 shares

    0.11% of the 13F portfolio, value $25,210,123.

    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 234,963 shares
    Change vs previous 13F +94,529 shares

    0.12% of the 13F portfolio, value $24,549,000.

    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 140,434 shares
    Change vs previous 13F -61,862 shares

    0.07% of the 13F portfolio, value $14,807,309.

    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 202,296 shares
    Change vs previous 13F -23,714 shares

    0.1% of the 13F portfolio, value $21,554,677.

    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 226,010 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $24,551,515.

    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).