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Crescent Grove Advisors, LLC: IWO position timeline

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

Crescent Grove Advisors, LLC held 12,648 IWO 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 12,648 shares
    Change vs previous 13F -304 shares

    0.42% of the 13F portfolio, value $4,982,806.

    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 12,952 shares
    Change vs previous 13F -470 shares

    0.4% of the 13F portfolio, value $4,064,467.

    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 13,422 shares
    Change vs previous 13F -880 shares

    0.41% of the 13F portfolio, value $4,335,440.

    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 14,302 shares
    Change vs previous 13F -248 shares

    0.44% of the 13F portfolio, value $4,577,212.

    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 14,550 shares
    Change vs previous 13F +121 shares

    0.4% of the 13F portfolio, value $4,159,263.

    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 14,429 shares
    Change vs previous 13F -900 shares

    0.38% of the 13F portfolio, value $3,687,042.

    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 15,329 shares
    Change vs previous 13F -961 shares

    0.44% of the 13F portfolio, value $4,411,993.

    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 16,290 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,626,360.

    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).