Cresset Asset Management, LLC: SMA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on SMA, newest first. How the timeline and the estimate are built.
Cresset Asset Management, LLC held 8,294 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,294 sharesChange vs previous 13F +8,294 shares
<0.01% of the 13F portfolio, value $270,646.
13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -8,294 shares
13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 8,294 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $257,743.
13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 8,294 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $313,277.
13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 8,294 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $301,582.
13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).