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Cresset Asset Management, LLC: SGOV position timeline

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

Cresset Asset Management, LLC held 846,216 SGOV 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 846,216 shares
    Change vs previous 13F +59,826 shares

    0.31% of the 13F portfolio, value $85,188,574.

    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 786,390 shares
    Change vs previous 13F -152,138 shares

    0.34% of the 13F portfolio, value $79,158,012.

    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 938,528 shares
    Change vs previous 13F -143,343 shares

    0.4% of the 13F portfolio, value $94,209,385.

    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 1,081,871 shares
    Change vs previous 13F -509,132 shares

    0.48% of the 13F portfolio, value $108,944,404.

    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 1,591,003 shares
    Change vs previous 13F +231,442 shares

    0.8% of the 13F portfolio, value $160,198,169.

    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 1,359,561 shares
    Change vs previous 13F +461,590 shares

    0.69% of the 13F portfolio, value $136,866,998.

    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 897,971 shares
    Change vs previous 13F -55,916 shares

    0.43% of the 13F portfolio, value $90,084,464.

    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 953,887 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $96,075,494.

    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).