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Cresset Asset Management, LLC: SMMD position timeline

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

Cresset Asset Management, LLC held 650,970 SMMD 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 650,970 shares
    Change vs previous 13F -9,069 shares

    0.22% of the 13F portfolio, value $59,648,326.

    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 660,039 shares
    Change vs previous 13F +15,050 shares

    0.22% of the 13F portfolio, value $50,383,346.

    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 644,989 shares
    Change vs previous 13F +40,881 shares

    0.21% of the 13F portfolio, value $48,335,410.

    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 604,108 shares
    Change vs previous 13F +59,500 shares

    0.2% of the 13F portfolio, value $44,540,843.

    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 544,608 shares
    Change vs previous 13F -149,028 shares

    0.18% of the 13F portfolio, value $36,913,538.

    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 693,636 shares
    Change vs previous 13F +58,112 shares

    0.22% of the 13F portfolio, value $43,379,992.

    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 635,524 shares
    Change vs previous 13F +36,934 shares

    0.21% of the 13F portfolio, value $43,215,644.

    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 598,590 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $40,542,492.

    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).