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Crescent Grove Advisors, LLC: SGOV position timeline

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

Crescent Grove Advisors, LLC held 139,719 SGOV 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 139,719 shares
    Change vs previous 13F -40,415 shares

    1.19% of the 13F portfolio, value $14,065,510.

    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 180,134 shares
    Change vs previous 13F -25,022 shares

    1.8% of the 13F portfolio, value $18,132,258.

    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 205,156 shares
    Change vs previous 13F +68,167 shares

    1.96% of the 13F portfolio, value $20,593,591.

    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 136,989 shares
    Change vs previous 13F -11,885 shares

    1.32% of the 13F portfolio, value $13,794,778.

    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 148,874 shares
    Change vs previous 13F +24,795 shares

    1.45% of the 13F portfolio, value $14,990,170.

    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 124,079 shares
    Change vs previous 13F -18,695 shares

    1.3% of the 13F portfolio, value $12,491,046.

    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 142,774 shares
    Change vs previous 13F -2,379 shares

    1.42% of the 13F portfolio, value $14,323,099.

    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 145,153 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $14,619,790.

    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).