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Cresset Asset Management, LLC: POET position timeline

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

Cresset Asset Management, LLC held 20,050 POET 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 20,050 shares
    Change vs previous 13F -9,876 shares

    <0.01% of the 13F portfolio, value $206,116.

    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 29,926 shares
    Change vs previous 13F +11,382 shares

    <0.01% of the 13F portfolio, value $177,759.

    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 18,544 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,381.

    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).