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Crescent Grove Advisors, LLC: PAA position timeline

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

Crescent Grove Advisors, LLC held 18,071 PAA 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 18,071 shares
    Change vs previous 13F -23,382 shares

    0.03% of the 13F portfolio, value $402,260.

    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 41,453 shares
    Change vs previous 13F -68,151 shares

    0.09% of the 13F portfolio, value $925,645.

    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 109,604 shares
    Change vs previous 13F -29,056 shares

    0.19% of the 13F portfolio, value $1,968,488.

    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 138,660 shares
    Change vs previous 13F -81,880 shares

    0.23% of the 13F portfolio, value $2,365,540.

    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 220,540 shares
    Change vs previous 13F +20,175 shares

    0.39% of the 13F portfolio, value $4,040,293.

    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 200,365 shares
    Change vs previous 13F +40,221 shares

    0.42% of the 13F portfolio, value $4,007,300.

    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 160,144 shares
    Change vs previous 13F -13,800 shares

    0.27% of the 13F portfolio, value $2,735,260.

    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 173,944 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,021,407.

    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).