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Crescent Grove Advisors, LLC: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crescent Grove Advisors, LLC on BAM, newest first. How the timeline and the estimate are built.

Crescent Grove Advisors, LLC held 5,200 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,200 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $233,220.

    13F-HR 0000892712-26-000332 filed by Crescent Grove Advisors, 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 5,100 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $226,695.

    13F-HR 0000892712-26-000230 filed by Crescent Grove Advisors, 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 4,800 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $251,472.

    13F-HR 0000892712-26-000077 filed by Crescent Grove Advisors, 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 4,600 shares
    Change vs previous 13F +643 shares

    0.03% of the 13F portfolio, value $261,924.

    13F-HR 0000892712-25-000151 filed by Crescent Grove Advisors, 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 3,957 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $218,743.

    13F-HR 0000892712-25-000095 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).