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Cresset Asset Management, LLC: OBDC position timeline

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

Cresset Asset Management, LLC held 7,698,410 OBDC 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 7,698,410 shares
    Change vs previous 13F +408,864 shares

    0.31% of the 13F portfolio, value $86,068,197.

    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 7,289,546 shares
    Change vs previous 13F +699,901 shares

    0.36% of the 13F portfolio, value $83,319,281.

    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 6,589,645 shares
    Change vs previous 13F +37,055 shares

    0.36% of the 13F portfolio, value $84,347,448.

    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 6,552,590 shares
    Change vs previous 13F -1,458,184 shares

    0.38% of the 13F portfolio, value $86,089,387.

    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 8,010,774 shares
    Change vs previous 13F -237,773 shares

    0.59% of the 13F portfolio, value $117,843,351.

    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 8,248,547 shares
    Change vs previous 13F +3,809,000 shares

    0.62% of the 13F portfolio, value $123,978,735.

    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 4,439,547 shares
    Change vs previous 13F +4,385,987 shares

    0.33% of the 13F portfolio, value $68,762,500.

    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 53,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $794,260.

    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).