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Cresset Asset Management, LLC: PPA position timeline

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

Cresset Asset Management, LLC held 4,871 PPA 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 4,871 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $860,526.

    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 4,462 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $739,369.

    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 4,378 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $685,726.

    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 4,378 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $680,560.

    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 4,278 shares
    Change vs previous 13F -8,097 shares

    <0.01% of the 13F portfolio, value $606,150.

    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 12,375 shares
    Change vs previous 13F -6,482 shares

    0.01% of the 13F portfolio, value $1,442,310.

    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 18,857 shares
    Change vs previous 13F -3,465 shares

    0.01% of the 13F portfolio, value $2,163,457.

    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 22,322 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,566,305.

    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).