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Crescent Grove Advisors, LLC: CARY position timeline

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

Crescent Grove Advisors, LLC held 561,797 CARY 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 561,797 shares
    Change vs previous 13F +18,612 shares

    0.99% of the 13F portfolio, value $11,730,550.

    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 543,185 shares
    Change vs previous 13F +19,546 shares

    1.12% of the 13F portfolio, value $11,341,639.

    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 523,639 shares
    Change vs previous 13F -16,632 shares

    1.05% of the 13F portfolio, value $10,998,492.

    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 540,271 shares
    Change vs previous 13F +18,673 shares

    1.09% of the 13F portfolio, value $11,365,090.

    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 521,598 shares
    Change vs previous 13F -22,387 shares

    1.05% of the 13F portfolio, value $10,849,240.

    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).

  6. period ended2025-03-31
    13F 543,985 shares
    Change vs previous 13F +2,481 shares

    1.18% of the 13F portfolio, value $11,340,154.

    13F-HR 0000892712-25-000058 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).

  7. period ended2024-12-31
    13F 541,504 shares
    Change vs previous 13F +36,920 shares

    1.12% of the 13F portfolio, value $11,262,982.

    13F-HR 0000892712-25-000010 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).

  8. period ended2024-09-30
    13F 504,584 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $10,737,671.

    13F-HR 0000892712-24-000117 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).