Skip to content
Disclosery

Cresset Asset Management, LLC: SDY position timeline

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

Cresset Asset Management, LLC held 45,096 SDY 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 45,096 shares
    Change vs previous 13F +2,268 shares

    0.02% of the 13F portfolio, value $6,862,808.

    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 42,828 shares
    Change vs previous 13F -6,228 shares

    0.03% of the 13F portfolio, value $6,250,411.

    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 49,056 shares
    Change vs previous 13F +3,712 shares

    0.03% of the 13F portfolio, value $6,826,653.

    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 45,344 shares
    Change vs previous 13F +159 shares

    0.03% of the 13F portfolio, value $6,350,423.

    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 45,185 shares
    Change vs previous 13F -8,501 shares

    0.03% of the 13F portfolio, value $6,132,893.

    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 53,686 shares
    Change vs previous 13F -2,918 shares

    0.04% of the 13F portfolio, value $7,284,090.

    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 56,604 shares
    Change vs previous 13F -16,494 shares

    0.04% of the 13F portfolio, value $7,477,407.

    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 73,098 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,382,800.

    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).