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Cresset Asset Management, LLC: VOE position timeline

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

Cresset Asset Management, LLC held 30,258 VOE 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 30,258 shares
    Change vs previous 13F +827 shares

    0.02% of the 13F portfolio, value $5,979,047.

    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 29,431 shares
    Change vs previous 13F -72,123 shares

    0.02% of the 13F portfolio, value $5,423,621.

    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 101,554 shares
    Change vs previous 13F +74,394 shares

    0.08% of the 13F portfolio, value $18,012,649.

    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 27,160 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $4,765,224.

    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 27,138 shares
    Change vs previous 13F -1,646 shares

    0.02% of the 13F portfolio, value $4,486,641.

    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 28,784 shares
    Change vs previous 13F -1,441 shares

    0.02% of the 13F portfolio, value $4,621,051.

    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 30,225 shares
    Change vs previous 13F -5,748 shares

    0.02% of the 13F portfolio, value $4,889,511.

    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 35,973 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,031,589.

    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).