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Crescent Grove Advisors, LLC: IDV position timeline

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

Crescent Grove Advisors, LLC held 100,992 IDV 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 100,992 shares
    Change vs previous 13F +2,141 shares

    0.35% of the 13F portfolio, value $4,184,099.

    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 98,851 shares
    Change vs previous 13F +5,737 shares

    0.42% of the 13F portfolio, value $4,207,099.

    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 93,114 shares
    Change vs previous 13F +3,942 shares

    0.35% of the 13F portfolio, value $3,673,347.

    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 89,172 shares
    Change vs previous 13F +8,874 shares

    0.31% of the 13F portfolio, value $3,259,237.

    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 80,298 shares
    Change vs previous 13F +8,985 shares

    0.27% of the 13F portfolio, value $2,771,084.

    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 71,313 shares
    Change vs previous 13F +16,282 shares

    0.23% of the 13F portfolio, value $2,212,129.

    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 55,031 shares
    Change vs previous 13F +1,296 shares

    0.15% of the 13F portfolio, value $1,506,749.

    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 53,735 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,624,409.

    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).