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Cresset Asset Management, LLC: XLU position timeline

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

Cresset Asset Management, LLC held 41,855 XLU 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 41,855 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $1,897,681.

    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 41,594 shares
    Change vs previous 13F +11,795 shares

    0.01% of the 13F portfolio, value $1,908,758.

    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 29,799 shares
    Change vs previous 13F +18,145 shares

    0.01% of the 13F portfolio, value $1,272,121.

    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 11,654 shares
    Change vs previous 13F +303 shares

    <0.01% of the 13F portfolio, value $1,016,349.

    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 11,351 shares
    Change vs previous 13F -5,631 shares

    <0.01% of the 13F portfolio, value $926,856.

    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 16,982 shares
    Change vs previous 13F -4,441 shares

    0.01% of the 13F portfolio, value $1,339,065.

    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 21,423 shares
    Change vs previous 13F -8,245 shares

    0.01% of the 13F portfolio, value $1,621,508.

    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 29,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,396,582.

    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).