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Cresset Asset Management, LLC: SAM position timeline

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

Cresset Asset Management, LLC held 1,245 SAM 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 1,245 shares
    Change vs previous 13F -78 shares

    <0.01% of the 13F portfolio, value $220,402.

    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 1,323 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $304,819.

    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 1,225 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $239,034.

    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 1,378 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $291,337.

    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 1,267 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $241,756.

    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 1,244 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $297,117.

    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 1,874 shares
    Change vs previous 13F -3,184 shares

    <0.01% of the 13F portfolio, value $562,163.

    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 5,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,462,470.

    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).