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Cresset Asset Management, LLC: PDI position timeline

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

Cresset Asset Management, LLC held 85,409 PDI 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 85,409 shares
    Change vs previous 13F +17,370 shares

    0.01% of the 13F portfolio, value $1,445,882.

    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 68,039 shares
    Change vs previous 13F +1,637 shares

    0.01% of the 13F portfolio, value $1,179,150.

    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 66,402 shares
    Change vs previous 13F -3,484 shares

    0.01% of the 13F portfolio, value $1,190,621.

    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 69,886 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,399,153.

    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 69,886 shares
    Change vs previous 13F -178 shares

    0.01% of the 13F portfolio, value $1,341,147.

    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 70,064 shares
    Change vs previous 13F -6,702 shares

    0.01% of the 13F portfolio, value $1,402,558.

    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 76,766 shares
    Change vs previous 13F -50,432 shares

    0.01% of the 13F portfolio, value $1,412,913.

    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 127,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,594,453.

    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).