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Crescent Grove Advisors, LLC: IBB position timeline

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

Crescent Grove Advisors, LLC held 28,620 IBB 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 28,620 shares
    Change vs previous 13F +228 shares

    0.46% of the 13F portfolio, value $5,443,300.

    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 28,392 shares
    Change vs previous 13F -6 shares

    0.48% of the 13F portfolio, value $4,794,032.

    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 28,398 shares
    Change vs previous 13F -2,147 shares

    0.46% of the 13F portfolio, value $4,792,703.

    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 30,545 shares
    Change vs previous 13F -1,127 shares

    0.42% of the 13F portfolio, value $4,409,814.

    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 31,672 shares
    Change vs previous 13F -730 shares

    0.39% of the 13F portfolio, value $4,006,820.

    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 32,402 shares
    Change vs previous 13F -1,944 shares

    0.43% of the 13F portfolio, value $4,144,211.

    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 34,346 shares
    Change vs previous 13F -8,454 shares

    0.45% of the 13F portfolio, value $4,540,945.

    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 42,800 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,231,708.

    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).