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Disclosery

Cresset Asset Management, LLC: OC position timeline

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

Cresset Asset Management, LLC held 1,561 OC 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 1,561 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $248,136.

    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 1,987 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $216,607.

    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 1,980 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $221,591.

    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 2,046 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $289,437.

    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 1,970 shares
    Change vs previous 13F -12,758 shares

    <0.01% of the 13F portfolio, value $270,924.

    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 14,728 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $2,113,737.

    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 15,145 shares
    Change vs previous 13F -16,034 shares

    0.01% of the 13F portfolio, value $2,579,509.

    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 31,179 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,503,668.

    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).