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Cresset Asset Management, LLC: QUAL position timeline

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

Cresset Asset Management, LLC held 340,792 QUAL 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 340,792 shares
    Change vs previous 13F +1,041 shares

    0.27% of the 13F portfolio, value $74,780,043.

    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 339,751 shares
    Change vs previous 13F -36,101 shares

    0.28% of the 13F portfolio, value $65,167,644.

    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 375,852 shares
    Change vs previous 13F -1,488 shares

    0.32% of the 13F portfolio, value $74,651,683.

    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 377,340 shares
    Change vs previous 13F -1,859 shares

    0.32% of the 13F portfolio, value $73,392,653.

    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 379,199 shares
    Change vs previous 13F -139,436 shares

    0.35% of the 13F portfolio, value $69,325,159.

    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 518,635 shares
    Change vs previous 13F +1,520 shares

    0.44% of the 13F portfolio, value $88,624,097.

    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 517,115 shares
    Change vs previous 13F -38,704 shares

    0.44% of the 13F portfolio, value $92,087,887.

    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 555,819 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $99,658,412.

    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).