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Cresset Asset Management, LLC: USMV position timeline

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

Cresset Asset Management, LLC held 101,161 USMV 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 101,161 shares
    Change vs previous 13F -5,422 shares

    0.04% of the 13F portfolio, value $9,758,007.

    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 106,583 shares
    Change vs previous 13F -3,401 shares

    0.04% of the 13F portfolio, value $9,884,531.

    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 109,984 shares
    Change vs previous 13F -575 shares

    0.04% of the 13F portfolio, value $10,356,109.

    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 110,559 shares
    Change vs previous 13F -1,102 shares

    0.05% of the 13F portfolio, value $10,518,561.

    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 111,661 shares
    Change vs previous 13F -14,107 shares

    0.05% of the 13F portfolio, value $10,481,553.

    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 125,768 shares
    Change vs previous 13F -14,337 shares

    0.06% of the 13F portfolio, value $11,779,400.

    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 140,105 shares
    Change vs previous 13F -24,325 shares

    0.06% of the 13F portfolio, value $12,439,908.

    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 164,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $15,014,084.

    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).