Cresset Asset Management, LLC: WEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on WEC, newest first. How the timeline and the estimate are built.
Cresset Asset Management, LLC held 19,059 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 19,059 sharesChange vs previous 13F -4,452 shares
0.01% of the 13F portfolio, value $2,225,553.
13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,511 sharesChange vs previous 13F +9,876 shares
0.01% of the 13F portfolio, value $2,721,903.
13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,635 sharesChange vs previous 13F -580 shares
0.01% of the 13F portfolio, value $1,437,951.
13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 14,215 sharesChange vs previous 13F +404 shares
0.01% of the 13F portfolio, value $1,628,893.
13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 13,811 sharesChange vs previous 13F -3,218 shares
0.01% of the 13F portfolio, value $1,439,095.
13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,029 sharesChange vs previous 13F -739 shares
0.01% of the 13F portfolio, value $1,855,816.
13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,768 sharesChange vs previous 13F -17,690 shares
0.01% of the 13F portfolio, value $1,670,890.
13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,458 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $3,410,379.
13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).