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Cresset Asset Management, LLC: WES position timeline

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

Cresset Asset Management, LLC held 131,835 WES 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 131,835 shares
    Change vs previous 13F +1,859 shares

    0.02% of the 13F portfolio, value $5,769,100.

    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 129,976 shares
    Change vs previous 13F +29,419 shares

    0.02% of the 13F portfolio, value $5,351,112.

    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 100,557 shares
    Change vs previous 13F +8,170 shares

    0.02% of the 13F portfolio, value $3,972,002.

    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 92,387 shares
    Change vs previous 13F +12,600 shares

    0.02% of the 13F portfolio, value $3,629,885.

    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 79,787 shares
    Change vs previous 13F +51,012 shares

    0.02% of the 13F portfolio, value $3,087,757.

    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 28,775 shares
    Change vs previous 13F -518 shares

    0.01% of the 13F portfolio, value $1,178,624.

    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 29,293 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,125,735.

    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).