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Cresset Asset Management, LLC: TER position timeline

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

Cresset Asset Management, LLC held 7,012 TER 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 7,012 shares
    Change vs previous 13F +2,043 shares

    0.01% of the 13F portfolio, value $3,392,625.

    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 4,969 shares
    Change vs previous 13F -2,756 shares

    0.01% of the 13F portfolio, value $1,473,066.

    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 7,725 shares
    Change vs previous 13F +1,211 shares

    0.01% of the 13F portfolio, value $1,495,217.

    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 6,514 shares
    Change vs previous 13F +1,556 shares

    <0.01% of the 13F portfolio, value $896,557.

    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 4,958 shares
    Change vs previous 13F -1,099 shares

    <0.01% of the 13F portfolio, value $445,799.

    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 6,057 shares
    Change vs previous 13F -5,876 shares

    <0.01% of the 13F portfolio, value $500,319.

    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 11,933 shares
    Change vs previous 13F -13,450 shares

    0.01% of the 13F portfolio, value $1,502,599.

    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 25,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,399,487.

    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).