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Cresset Asset Management, LLC: NDAQ position timeline

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

Cresset Asset Management, LLC held 12,795 NDAQ 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 12,795 shares
    Change vs previous 13F -4,009 shares

    <0.01% of the 13F portfolio, value $1,008,476.

    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 16,804 shares
    Change vs previous 13F +8,654 shares

    0.01% of the 13F portfolio, value $1,426,518.

    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 8,150 shares
    Change vs previous 13F +3,280 shares

    <0.01% of the 13F portfolio, value $791,598.

    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 4,870 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $430,713.

    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 4,496 shares
    Change vs previous 13F -7,924 shares

    <0.01% of the 13F portfolio, value $402,053.

    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 12,420 shares
    Change vs previous 13F -863 shares

    <0.01% of the 13F portfolio, value $942,181.

    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 13,283 shares
    Change vs previous 13F -23,499 shares

    <0.01% of the 13F portfolio, value $1,026,909.

    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 36,782 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,685,433.

    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).