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Cresset Asset Management, LLC: SPHQ position timeline

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

Cresset Asset Management, LLC held 273,682 SPHQ 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 273,682 shares
    Change vs previous 13F +11,079 shares

    0.09% of the 13F portfolio, value $24,658,757.

    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 262,603 shares
    Change vs previous 13F +9,002 shares

    0.09% of the 13F portfolio, value $19,745,115.

    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 253,601 shares
    Change vs previous 13F -4,454 shares

    0.08% of the 13F portfolio, value $19,032,717.

    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 258,055 shares
    Change vs previous 13F +12,712 shares

    0.08% of the 13F portfolio, value $18,912,881.

    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 245,343 shares
    Change vs previous 13F +439 shares

    0.09% of the 13F portfolio, value $17,483,098.

    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 244,904 shares
    Change vs previous 13F +26,277 shares

    0.08% of the 13F portfolio, value $16,246,959.

    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 218,627 shares
    Change vs previous 13F +4,025 shares

    0.07% of the 13F portfolio, value $14,654,595.

    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 214,602 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,436,295.

    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).