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Cresset Asset Management, LLC: VFH position timeline

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

Cresset Asset Management, LLC held 115,066 VFH 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 115,066 shares
    Change vs previous 13F +11,539 shares

    0.06% of the 13F portfolio, value $15,142,644.

    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 103,527 shares
    Change vs previous 13F +8,059 shares

    0.05% of the 13F portfolio, value $12,507,117.

    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 95,468 shares
    Change vs previous 13F +5,672 shares

    0.05% of the 13F portfolio, value $12,743,953.

    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 89,796 shares
    Change vs previous 13F +4,702 shares

    0.05% of the 13F portfolio, value $11,784,806.

    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 85,094 shares
    Change vs previous 13F -12,127 shares

    0.05% of the 13F portfolio, value $10,832,438.

    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 97,221 shares
    Change vs previous 13F +5,070 shares

    0.06% of the 13F portfolio, value $11,615,000.

    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 92,151 shares
    Change vs previous 13F -787 shares

    0.05% of the 13F portfolio, value $10,880,253.

    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 92,938 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,259,882.

    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).