Skip to content
Disclosery

Cresset Asset Management, LLC: PEG position timeline

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

Cresset Asset Management, LLC held 12,601 PEG 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 12,601 shares
    Change vs previous 13F -435 shares

    <0.01% of the 13F portfolio, value $1,022,673.

    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 13,036 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $1,055,232.

    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 12,867 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $1,033,260.

    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 12,896 shares
    Change vs previous 13F +9,578 shares

    <0.01% of the 13F portfolio, value $1,076,333.

    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 3,318 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $279,335.

    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 3,771 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $310,376.

    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 3,710 shares
    Change vs previous 13F -31,554 shares

    <0.01% of the 13F portfolio, value $313,498.

    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 35,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,145,877.

    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).