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Cresset Asset Management, LLC: POCT position timeline

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

Cresset Asset Management, LLC held 135,349 POCT 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 135,349 shares
    Change vs previous 13F +539 shares

    0.02% of the 13F portfolio, value $6,281,538.

    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 134,810 shares
    Change vs previous 13F -3,915 shares

    0.03% of the 13F portfolio, value $5,811,651.

    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 138,725 shares
    Change vs previous 13F +18,970 shares

    0.03% of the 13F portfolio, value $6,092,810.

    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 119,755 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $5,161,406.

    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 119,755 shares
    Change vs previous 13F -1,311 shares

    0.02% of the 13F portfolio, value $4,945,848.

    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 121,066 shares
    Change vs previous 13F -2,049 shares

    0.02% of the 13F portfolio, value $4,703,400.

    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 123,115 shares
    Change vs previous 13F -1,942 shares

    0.02% of the 13F portfolio, value $4,871,204.

    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 125,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,870,973.

    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).