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Crescent Grove Advisors, LLC: HEFA position timeline

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

Crescent Grove Advisors, LLC held 198,854 HEFA 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 198,854 shares
    Change vs previous 13F -19,376 shares

    0.79% of the 13F portfolio, value $9,331,244.

    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 218,230 shares
    Change vs previous 13F +15,279 shares

    0.92% of the 13F portfolio, value $9,273,702.

    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 202,951 shares
    Change vs previous 13F +45,035 shares

    0.8% of the 13F portfolio, value $8,394,071.

    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 157,916 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,255,053.

    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).