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Crescent Grove Advisors, LLC: DVYE position timeline

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

Crescent Grove Advisors, LLC held 158,296 DVYE 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 158,296 shares
    Change vs previous 13F +7,038 shares

    0.43% of the 13F portfolio, value $5,101,880.

    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 151,258 shares
    Change vs previous 13F +11,917 shares

    0.52% of the 13F portfolio, value $5,200,250.

    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 139,341 shares
    Change vs previous 13F +1,347 shares

    0.41% of the 13F portfolio, value $4,341,866.

    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 137,994 shares
    Change vs previous 13F +6,714 shares

    0.39% of the 13F portfolio, value $4,097,042.

    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 131,280 shares
    Change vs previous 13F +9,059 shares

    0.36% of the 13F portfolio, value $3,761,172.

    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 122,221 shares
    Change vs previous 13F +4,250 shares

    0.35% of the 13F portfolio, value $3,335,411.

    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 117,971 shares
    Change vs previous 13F +13,742 shares

    0.3% of the 13F portfolio, value $3,047,191.

    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 104,229 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,991,372.

    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).