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Cresset Asset Management, LLC: SPDW position timeline

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

Cresset Asset Management, LLC held 223,700 SPDW 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 223,700 shares
    Change vs previous 13F +69,532 shares

    0.04% of the 13F portfolio, value $11,272,243.

    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 154,168 shares
    Change vs previous 13F +394 shares

    0.03% of the 13F portfolio, value $7,037,769.

    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 153,774 shares
    Change vs previous 13F -96 shares

    0.03% of the 13F portfolio, value $6,829,103.

    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 153,870 shares
    Change vs previous 13F +5,075 shares

    0.03% of the 13F portfolio, value $6,584,097.

    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 148,795 shares
    Change vs previous 13F -5,709 shares

    0.03% of the 13F portfolio, value $6,024,710.

    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 154,504 shares
    Change vs previous 13F -703 shares

    0.03% of the 13F portfolio, value $5,625,491.

    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 155,207 shares
    Change vs previous 13F -35,141 shares

    0.03% of the 13F portfolio, value $5,297,216.

    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 190,348 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,149,467.

    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).