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Cresset Asset Management, LLC: WFC position timeline

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

Cresset Asset Management, LLC held 336,760 WFC 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 336,760 shares
    Change vs previous 13F +51,989 shares

    0.1% of the 13F portfolio, value $27,829,890.

    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 284,771 shares
    Change vs previous 13F -11,909 shares

    0.1% of the 13F portfolio, value $22,670,593.

    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 296,680 shares
    Change vs previous 13F +5,721 shares

    0.12% of the 13F portfolio, value $27,650,628.

    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 290,959 shares
    Change vs previous 13F +6,388 shares

    0.11% of the 13F portfolio, value $24,388,160.

    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 284,571 shares
    Change vs previous 13F -17,910 shares

    0.11% of the 13F portfolio, value $22,799,866.

    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 302,481 shares
    Change vs previous 13F -17,764 shares

    0.11% of the 13F portfolio, value $21,715,108.

    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 320,245 shares
    Change vs previous 13F -453,568 shares

    0.11% of the 13F portfolio, value $22,494,000.

    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 773,813 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $43,712,691.

    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).