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Cresset Asset Management, LLC: PSEP position timeline

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

Cresset Asset Management, LLC held 337,840 PSEP 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 337,840 shares
    Change vs previous 13F -24,241 shares

    0.06% of the 13F portfolio, value $15,557,526.

    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 362,081 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $15,591,181.

    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 362,081 shares
    Change vs previous 13F +5,489 shares

    0.07% of the 13F portfolio, value $15,829,575.

    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 356,592 shares
    Change vs previous 13F +22,964 shares

    0.07% of the 13F portfolio, value $15,315,600.

    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 333,628 shares
    Change vs previous 13F -11,461 shares

    0.07% of the 13F portfolio, value $13,642,023.

    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 345,089 shares
    Change vs previous 13F -4,530 shares

    0.07% of the 13F portfolio, value $13,254,883.

    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 349,619 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $13,664,978.

    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 349,619 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $13,470,835.

    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).