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Cresset Asset Management, LLC: SSNC position timeline

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

Cresset Asset Management, LLC held 433,638 SSNC 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 433,638 shares
    Change vs previous 13F +48,868 shares

    0.1% of the 13F portfolio, value $26,907,246.

    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 384,770 shares
    Change vs previous 13F +68,806 shares

    0.11% of the 13F portfolio, value $25,998,909.

    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 315,964 shares
    Change vs previous 13F +51,450 shares

    0.12% of the 13F portfolio, value $27,621,573.

    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 264,514 shares
    Change vs previous 13F +5,657 shares

    0.1% of the 13F portfolio, value $23,478,263.

    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 258,857 shares
    Change vs previous 13F -266 shares

    0.11% of the 13F portfolio, value $21,433,360.

    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 259,123 shares
    Change vs previous 13F +2,515 shares

    0.11% of the 13F portfolio, value $21,644,544.

    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 256,608 shares
    Change vs previous 13F -6,502 shares

    0.09% of the 13F portfolio, value $19,445,755.

    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 263,110 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,525,360.

    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).