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Cresset Asset Management, LLC: PR position timeline

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

Cresset Asset Management, LLC held 98,774 PR 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 98,774 shares
    Change vs previous 13F -73,067 shares

    0.01% of the 13F portfolio, value $1,818,439.

    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 171,841 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $3,663,667.

    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 171,957 shares
    Change vs previous 13F +3,488 shares

    0.01% of the 13F portfolio, value $2,412,548.

    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 168,469 shares
    Change vs previous 13F +7,937 shares

    0.01% of the 13F portfolio, value $2,156,399.

    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 160,532 shares
    Change vs previous 13F +135,572 shares

    0.01% of the 13F portfolio, value $2,186,452.

    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 24,960 shares
    Change vs previous 13F +9,208 shares

    <0.01% of the 13F portfolio, value $345,698.

    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 15,752 shares
    Change vs previous 13F -11,061 shares

    <0.01% of the 13F portfolio, value $226,521.

    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 26,813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $364,928.

    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).