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Cresset Asset Management, LLC: TFC position timeline

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

Cresset Asset Management, LLC held 207,531 TFC 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 207,531 shares
    Change vs previous 13F +19,062 shares

    0.04% of the 13F portfolio, value $10,339,219.

    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 188,469 shares
    Change vs previous 13F +1,600 shares

    0.04% of the 13F portfolio, value $8,663,933.

    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 186,869 shares
    Change vs previous 13F -18,995 shares

    0.04% of the 13F portfolio, value $9,195,812.

    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 205,864 shares
    Change vs previous 13F +16,665 shares

    0.04% of the 13F portfolio, value $9,412,124.

    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 189,199 shares
    Change vs previous 13F -20,440 shares

    0.04% of the 13F portfolio, value $8,133,705.

    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 209,639 shares
    Change vs previous 13F -1,899 shares

    0.04% of the 13F portfolio, value $8,626,639.

    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 211,538 shares
    Change vs previous 13F -55,944 shares

    0.04% of the 13F portfolio, value $9,128,356.

    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 267,482 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,397,924.

    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).