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Cresset Asset Management, LLC: SG position timeline

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

Cresset Asset Management, LLC held 356,837 SG 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 356,837 shares
    Change vs previous 13F +68,011 shares

    0.01% of the 13F portfolio, value $3,143,734.

    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 288,826 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $1,499,007.

    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 288,716 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $1,951,720.

    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 288,616 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $2,303,156.

    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 288,316 shares
    Change vs previous 13F -4,501 shares

    0.02% of the 13F portfolio, value $4,290,142.

    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 292,817 shares
    Change vs previous 13F -2,789 shares

    0.04% of the 13F portfolio, value $7,326,281.

    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 295,606 shares
    Change vs previous 13F -2,062 shares

    0.05% of the 13F portfolio, value $9,477,128.

    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 297,668 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,552,331.

    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).