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Cresset Asset Management, LLC: OTF position timeline

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

Cresset Asset Management, LLC held 11,961,124 OTF 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 11,961,124 shares
    Change vs previous 13F +3,785,593 shares

    0.47% of the 13F portfolio, value $128,586,790.

    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 8,175,531 shares
    Change vs previous 13F +3,857,899 shares

    0.45% of the 13F portfolio, value $104,563,681.

    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 4,317,632 shares
    Change vs previous 13F +4,168,334 shares

    0.27% of the 13F portfolio, value $64,508,048.

    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 149,298 shares
    Change vs previous 13F -450,066 shares

    0.01% of the 13F portfolio, value $2,123,014.

    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 599,364 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,350,072.

    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).