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Cresset Asset Management, LLC: XLF position timeline

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

Cresset Asset Management, LLC held 197,463 XLF 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 197,463 shares
    Change vs previous 13F -131 shares

    0.04% of the 13F portfolio, value $10,585,966.

    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 197,594 shares
    Change vs previous 13F -2,685 shares

    0.04% of the 13F portfolio, value $9,755,226.

    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 200,279 shares
    Change vs previous 13F +15,117 shares

    0.05% of the 13F portfolio, value $10,969,261.

    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 185,162 shares
    Change vs previous 13F +1,427 shares

    0.04% of the 13F portfolio, value $9,974,710.

    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 183,735 shares
    Change vs previous 13F -172,607 shares

    0.05% of the 13F portfolio, value $9,622,226.

    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 356,342 shares
    Change vs previous 13F -60,218 shares

    0.09% of the 13F portfolio, value $17,749,379.

    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 416,560 shares
    Change vs previous 13F -181,488 shares

    0.1% of the 13F portfolio, value $20,132,340.

    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 598,048 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $27,103,528.

    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).