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Cresset Asset Management, LLC: XBI position timeline

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

Cresset Asset Management, LLC held 34,384 XBI 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 34,384 shares
    Change vs previous 13F +3,797 shares

    0.02% of the 13F portfolio, value $5,441,294.

    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 30,587 shares
    Change vs previous 13F +12,092 shares

    0.02% of the 13F portfolio, value $3,906,857.

    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 18,495 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $2,255,076.

    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 18,434 shares
    Change vs previous 13F +8,735 shares

    0.01% of the 13F portfolio, value $1,847,052.

    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 9,699 shares
    Change vs previous 13F +3,223 shares

    <0.01% of the 13F portfolio, value $804,309.

    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 6,476 shares
    Change vs previous 13F +3,797 shares

    <0.01% of the 13F portfolio, value $525,175.

    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 2,679 shares
    Change vs previous 13F -1,441 shares

    <0.01% of the 13F portfolio, value $241,268.

    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 4,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,052.

    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).