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Crescent Grove Advisors, LLC: SHV position timeline

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

Crescent Grove Advisors, LLC held 82,401 SHV 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 82,401 shares
    Change vs previous 13F -998 shares

    0.77% of the 13F portfolio, value $9,092,989.

    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 83,399 shares
    Change vs previous 13F -113,190 shares

    0.91% of the 13F portfolio, value $9,206,371.

    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 196,589 shares
    Change vs previous 13F +18,712 shares

    2.06% of the 13F portfolio, value $21,654,234.

    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 177,877 shares
    Change vs previous 13F -4,683 shares

    1.88% of the 13F portfolio, value $19,653,668.

    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 182,560 shares
    Change vs previous 13F -67,617 shares

    1.95% of the 13F portfolio, value $20,158,314.

    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 250,177 shares
    Change vs previous 13F +168,054 shares

    2.88% of the 13F portfolio, value $27,634,590.

    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 82,123 shares
    Change vs previous 13F +36,513 shares

    0.9% of the 13F portfolio, value $9,042,564.

    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 45,610 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,045,834.

    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).