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Cresset Asset Management, LLC: XYZ position timeline

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

Cresset Asset Management, LLC held 166,647 XYZ 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 166,647 shares
    Change vs previous 13F -22,685 shares

    0.05% of the 13F portfolio, value $12,665,209.

    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 189,332 shares
    Change vs previous 13F +16,285 shares

    0.05% of the 13F portfolio, value $11,394,029.

    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 173,047 shares
    Change vs previous 13F +1,621 shares

    0.05% of the 13F portfolio, value $11,263,661.

    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 171,426 shares
    Change vs previous 13F +51,721 shares

    0.05% of the 13F portfolio, value $12,388,992.

    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 119,705 shares
    Change vs previous 13F -52,585 shares

    0.04% of the 13F portfolio, value $8,131,594.

    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 172,290 shares
    Change vs previous 13F -1,663 shares

    0.05% of the 13F portfolio, value $9,360,542.

    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 173,953 shares
    Change vs previous 13F -32,052 shares

    0.07% of the 13F portfolio, value $14,784,266.

    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 206,005 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $13,829,141.

    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).