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Cresset Asset Management, LLC: USFR position timeline

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

Cresset Asset Management, LLC held 641,598 USFR 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 641,598 shares
    Change vs previous 13F -101,783 shares

    0.12% of the 13F portfolio, value $32,304,459.

    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 743,381 shares
    Change vs previous 13F +602,562 shares

    0.16% of the 13F portfolio, value $37,421,800.

    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 140,819 shares
    Change vs previous 13F +2,055 shares

    0.03% of the 13F portfolio, value $7,086,012.

    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 138,764 shares
    Change vs previous 13F -66,512 shares

    0.03% of the 13F portfolio, value $6,975,666.

    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 205,276 shares
    Change vs previous 13F +156,695 shares

    0.05% of the 13F portfolio, value $10,327,436.

    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 48,581 shares
    Change vs previous 13F -5,454 shares

    0.01% of the 13F portfolio, value $2,445,082.

    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 54,035 shares
    Change vs previous 13F -60,473 shares

    0.01% of the 13F portfolio, value $2,719,041.

    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 114,508 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,750,592.

    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).