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Crescent Grove Advisors, LLC: IJR position timeline

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

Crescent Grove Advisors, LLC held 168,109 IJR 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 168,109 shares
    Change vs previous 13F -2,340 shares

    2.11% of the 13F portfolio, value $24,932,263.

    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 170,449 shares
    Change vs previous 13F -1,885 shares

    2.1% of the 13F portfolio, value $21,188,453.

    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 172,334 shares
    Change vs previous 13F -2,944 shares

    1.97% of the 13F portfolio, value $20,711,140.

    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 175,278 shares
    Change vs previous 13F -6,624 shares

    1.99% of the 13F portfolio, value $20,828,307.

    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 181,902 shares
    Change vs previous 13F -2,355 shares

    1.93% of the 13F portfolio, value $19,880,102.

    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 184,257 shares
    Change vs previous 13F -2,260 shares

    2.01% of the 13F portfolio, value $19,267,717.

    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 186,517 shares
    Change vs previous 13F +2,062 shares

    2.13% of the 13F portfolio, value $21,490,493.

    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 184,455 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $21,573,799.

    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).