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Crescent Grove Advisors, LLC: IR position timeline

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

Crescent Grove Advisors, LLC held 10,680 IR 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 10,680 shares
    Change vs previous 13F -1,332 shares

    0.07% of the 13F portfolio, value $875,661.

    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 12,012 shares
    Change vs previous 13F -1,332 shares

    0.1% of the 13F portfolio, value $962,407.

    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 13,344 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,057,128.

    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).