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Crescent Grove Advisors, LLC: CRM position timeline

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

Crescent Grove Advisors, LLC held 0 CRM shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,286 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,286 shares
    Change vs previous 13F +492 shares

    0.03% of the 13F portfolio, value $305,354.

    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).

  3. period ended2025-06-30
    13F 794 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $216,856.

    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).

  4. period ended2025-03-31
    13F 801 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $214,964.

    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).

  5. period ended2024-12-31
    13F 1,050 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $351,474.

    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).

  6. period ended2024-09-30
    13F 847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $232,175.

    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).