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Cresset Asset Management, LLC: SEIC position timeline

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

Cresset Asset Management, LLC held 10,160 SEIC 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 10,160 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $891,134.

    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 10,208 shares
    Change vs previous 13F +588 shares

    <0.01% of the 13F portfolio, value $801,022.

    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 9,620 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $794,035.

    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 9,968 shares
    Change vs previous 13F +830 shares

    <0.01% of the 13F portfolio, value $845,785.

    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 9,138 shares
    Change vs previous 13F -4,622 shares

    <0.01% of the 13F portfolio, value $821,141.

    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 13,760 shares
    Change vs previous 13F -1,529 shares

    0.01% of the 13F portfolio, value $1,068,189.

    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 15,289 shares
    Change vs previous 13F -18,106 shares

    0.01% of the 13F portfolio, value $1,261,724.

    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 33,395 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,310,603.

    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).