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Cresset Asset Management, LLC: SYY position timeline

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

Cresset Asset Management, LLC held 145,317 SYY 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 145,317 shares
    Change vs previous 13F +5,430 shares

    0.04% of the 13F portfolio, value $12,145,598.

    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 139,887 shares
    Change vs previous 13F +59,205 shares

    0.04% of the 13F portfolio, value $9,978,118.

    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 80,682 shares
    Change vs previous 13F -1,058 shares

    0.03% of the 13F portfolio, value $5,945,437.

    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 81,740 shares
    Change vs previous 13F +1,660 shares

    0.03% of the 13F portfolio, value $6,730,476.

    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 80,080 shares
    Change vs previous 13F -6,343 shares

    0.03% of the 13F portfolio, value $6,065,253.

    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 86,423 shares
    Change vs previous 13F -26,592 shares

    0.03% of the 13F portfolio, value $6,485,207.

    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 113,015 shares
    Change vs previous 13F -57,651 shares

    0.04% of the 13F portfolio, value $8,641,099.

    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 170,666 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $13,322,225.

    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).