Skip to content
Disclosery

Crescent Grove Advisors, LLC: ITOT position timeline

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

Crescent Grove Advisors, LLC held 80,078 ITOT 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 80,078 shares
    Change vs previous 13F -745 shares

    1.11% of the 13F portfolio, value $13,154,363.

    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 80,823 shares
    Change vs previous 13F -3,101 shares

    1.14% of the 13F portfolio, value $11,511,621.

    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 83,924 shares
    Change vs previous 13F -6,697 shares

    1.19% of the 13F portfolio, value $12,478,716.

    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 90,621 shares
    Change vs previous 13F -386 shares

    1.26% of the 13F portfolio, value $13,198,983.

    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 91,007 shares
    Change vs previous 13F -2,353 shares

    1.19% of the 13F portfolio, value $12,289,522.

    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 93,360 shares
    Change vs previous 13F -7,953 shares

    1.19% of the 13F portfolio, value $11,390,797.

    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 101,313 shares
    Change vs previous 13F -320 shares

    1.29% of the 13F portfolio, value $13,030,818.

    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 101,633 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $12,767,079.

    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).