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Cresset Asset Management, LLC: ORI position timeline

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

Cresset Asset Management, LLC held 99,931 ORI 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 99,931 shares
    Change vs previous 13F +72,313 shares

    0.01% of the 13F portfolio, value $4,089,189.

    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 27,618 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $1,101,939.

    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 26,918 shares
    Change vs previous 13F -1,071 shares

    0.01% of the 13F portfolio, value $1,228,538.

    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 27,989 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $1,188,702.

    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 27,595 shares
    Change vs previous 13F -10,490 shares

    0.01% of the 13F portfolio, value $1,060,749.

    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 38,085 shares
    Change vs previous 13F -799 shares

    0.01% of the 13F portfolio, value $1,493,676.

    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 38,884 shares
    Change vs previous 13F -24,620 shares

    0.01% of the 13F portfolio, value $1,407,196.

    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 63,504 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,249,295.

    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).