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Crescent Grove Advisors, LLC: IVV position timeline

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

Crescent Grove Advisors, LLC held 99,058 IVV 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 99,058 shares
    Change vs previous 13F +1,308 shares

    6.28% of the 13F portfolio, value $74,183,206.

    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 97,750 shares
    Change vs previous 13F -2,763 shares

    6.33% of the 13F portfolio, value $63,851,565.

    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 100,513 shares
    Change vs previous 13F -1,480 shares

    6.55% of the 13F portfolio, value $68,845,369.

    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 101,993 shares
    Change vs previous 13F -1,240 shares

    6.54% of the 13F portfolio, value $68,264,237.

    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 103,233 shares
    Change vs previous 13F -760 shares

    6.21% of the 13F portfolio, value $64,097,259.

    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 103,993 shares
    Change vs previous 13F -2,729 shares

    6.09% of the 13F portfolio, value $58,433,635.

    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 106,722 shares
    Change vs previous 13F -2,738 shares

    6.23% of the 13F portfolio, value $62,825,151.

    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 109,460 shares
    Change vs previous 13F not available

    6.44% of the 13F portfolio, value $63,138,751.

    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).