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Cresset Asset Management, LLC: PJUL position timeline

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

Cresset Asset Management, LLC held 113,802 PJUL 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 113,802 shares
    Change vs previous 13F -11,984 shares

    0.02% of the 13F portfolio, value $5,554,666.

    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 125,786 shares
    Change vs previous 13F +14,356 shares

    0.03% of the 13F portfolio, value $5,782,059.

    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 111,430 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $5,173,686.

    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 111,430 shares
    Change vs previous 13F +17,985 shares

    0.02% of the 13F portfolio, value $5,081,199.

    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 93,445 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $4,097,555.

    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 93,395 shares
    Change vs previous 13F -643 shares

    0.02% of the 13F portfolio, value $3,753,537.

    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 94,038 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $3,871,537.

    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 94,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,806,641.

    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).