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Cresset Asset Management, LLC: UL position timeline

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

Cresset Asset Management, LLC held 132,793 UL 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 132,793 shares
    Change vs previous 13F -12,190 shares

    0.03% of the 13F portfolio, value $7,983,532.

    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 144,983 shares
    Change vs previous 13F +4,909 shares

    0.04% of the 13F portfolio, value $8,336,963.

    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 140,074 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,160,852.

    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).