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Crescent Grove Advisors, LLC: FIS position timeline

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

Crescent Grove Advisors, LLC held 248,118 FIS 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 248,118 shares
    Change vs previous 13F -5,832 shares

    0.82% of the 13F portfolio, value $9,646,837.

    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 253,950 shares
    Change vs previous 13F +103,020 shares

    1.18% of the 13F portfolio, value $11,912,788.

    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 150,930 shares
    Change vs previous 13F -19,037 shares

    0.95% of the 13F portfolio, value $10,030,776.

    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 169,967 shares
    Change vs previous 13F -6,701 shares

    1.07% of the 13F portfolio, value $11,207,620.

    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 176,668 shares
    Change vs previous 13F -6,644 shares

    1.39% of the 13F portfolio, value $14,382,518.

    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 183,312 shares
    Change vs previous 13F -85,953 shares

    1.43% of the 13F portfolio, value $13,689,726.

    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 269,265 shares
    Change vs previous 13F -4,168 shares

    2.16% of the 13F portfolio, value $21,748,502.

    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 273,433 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $22,900,043.

    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).