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Cresset Asset Management, LLC: XLE position timeline

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

Cresset Asset Management, LLC held 623,408 XLE 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 623,408 shares
    Change vs previous 13F +12,895 shares

    0.12% of the 13F portfolio, value $33,109,208.

    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 610,513 shares
    Change vs previous 13F +39,685 shares

    0.16% of the 13F portfolio, value $37,399,983.

    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 570,828 shares
    Change vs previous 13F +312,650 shares

    0.11% of the 13F portfolio, value $25,521,684.

    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 258,178 shares
    Change vs previous 13F +8,376 shares

    0.1% of the 13F portfolio, value $23,065,648.

    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 249,802 shares
    Change vs previous 13F -5,009 shares

    0.11% of the 13F portfolio, value $21,185,658.

    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 254,811 shares
    Change vs previous 13F -12,200 shares

    0.12% of the 13F portfolio, value $23,812,084.

    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 267,011 shares
    Change vs previous 13F -22,949 shares

    0.11% of the 13F portfolio, value $22,872,177.

    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 289,960 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $25,458,524.

    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).