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Cresset Asset Management, LLC: WM position timeline

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

Cresset Asset Management, LLC held 55,585 WM 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 55,585 shares
    Change vs previous 13F +1,114 shares

    0.05% of the 13F portfolio, value $12,388,889.

    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 54,471 shares
    Change vs previous 13F -870 shares

    0.05% of the 13F portfolio, value $12,516,912.

    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 55,341 shares
    Change vs previous 13F +1,233 shares

    0.05% of the 13F portfolio, value $12,159,002.

    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 54,108 shares
    Change vs previous 13F +1,723 shares

    0.05% of the 13F portfolio, value $11,948,771.

    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 52,385 shares
    Change vs previous 13F -6,323 shares

    0.06% of the 13F portfolio, value $11,986,602.

    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 58,708 shares
    Change vs previous 13F -1,575 shares

    0.07% of the 13F portfolio, value $13,591,526.

    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 60,283 shares
    Change vs previous 13F -24,527 shares

    0.06% of the 13F portfolio, value $12,164,446.

    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 84,810 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,606,607.

    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).