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Cresset Asset Management, LLC: SPYV position timeline

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

Cresset Asset Management, LLC held 173,144 SPYV 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 173,144 shares
    Change vs previous 13F -7,003 shares

    0.04% of the 13F portfolio, value $10,525,449.

    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 180,147 shares
    Change vs previous 13F -7,677 shares

    0.04% of the 13F portfolio, value $10,192,684.

    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 187,824 shares
    Change vs previous 13F +7,028 shares

    0.05% of the 13F portfolio, value $10,670,305.

    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 180,796 shares
    Change vs previous 13F +159,170 shares

    0.04% of the 13F portfolio, value $10,003,466.

    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 21,626 shares
    Change vs previous 13F -1,861 shares

    0.01% of the 13F portfolio, value $1,131,927.

    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 23,487 shares
    Change vs previous 13F -1,562 shares

    0.01% of the 13F portfolio, value $1,199,504.

    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 25,049 shares
    Change vs previous 13F -2,626 shares

    0.01% of the 13F portfolio, value $1,280,990.

    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 27,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,462,886.

    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).