Skip to content
Disclosery

Cresset Asset Management, LLC: VBR position timeline

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

Cresset Asset Management, LLC held 324,328 VBR 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 324,328 shares
    Change vs previous 13F +7,201 shares

    0.29% of the 13F portfolio, value $78,808,423.

    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 317,127 shares
    Change vs previous 13F +9,058 shares

    0.3% of the 13F portfolio, value $68,895,853.

    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 308,069 shares
    Change vs previous 13F +10,646 shares

    0.28% of the 13F portfolio, value $65,245,985.

    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 297,423 shares
    Change vs previous 13F +16,972 shares

    0.27% of the 13F portfolio, value $62,350,828.

    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 280,451 shares
    Change vs previous 13F -28,169 shares

    0.28% of the 13F portfolio, value $54,945,993.

    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 308,620 shares
    Change vs previous 13F +14,116 shares

    0.29% of the 13F portfolio, value $57,492,808.

    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 294,504 shares
    Change vs previous 13F +10,390 shares

    0.28% of the 13F portfolio, value $58,364,759.

    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 284,114 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $57,044,367.

    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).