Skip to content
Disclosery

Cresset Asset Management, LLC: SMH position timeline

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

Cresset Asset Management, LLC held 21,074 SMH 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 21,074 shares
    Change vs previous 13F -4,431 shares

    0.05% of the 13F portfolio, value $13,822,761.

    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 25,505 shares
    Change vs previous 13F +329 shares

    0.04% of the 13F portfolio, value $9,778,547.

    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 25,176 shares
    Change vs previous 13F +2,938 shares

    0.04% of the 13F portfolio, value $9,066,567.

    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 22,238 shares
    Change vs previous 13F +969 shares

    0.03% of the 13F portfolio, value $7,257,456.

    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 21,269 shares
    Change vs previous 13F +2,144 shares

    0.03% of the 13F portfolio, value $5,931,381.

    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 19,125 shares
    Change vs previous 13F -674 shares

    0.02% of the 13F portfolio, value $4,044,275.

    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 19,799 shares
    Change vs previous 13F -3,285 shares

    0.02% of the 13F portfolio, value $4,794,628.

    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 23,084 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,666,038.

    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).