Skip to content
Disclosery

Crescent Grove Advisors, LLC: SHY position timeline

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

Crescent Grove Advisors, LLC held 73,325 SHY 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 73,325 shares
    Change vs previous 13F +24,519 shares

    0.51% of the 13F portfolio, value $6,020,739.

    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 48,806 shares
    Change vs previous 13F -3,378 shares

    0.4% of the 13F portfolio, value $4,029,892.

    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 52,184 shares
    Change vs previous 13F -919 shares

    0.41% of the 13F portfolio, value $4,321,903.

    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 53,103 shares
    Change vs previous 13F -39,941 shares

    0.42% of the 13F portfolio, value $4,405,450.

    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 93,044 shares
    Change vs previous 13F +40,132 shares

    0.75% of the 13F portfolio, value $7,709,663.

    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 52,912 shares
    Change vs previous 13F +6,458 shares

    0.46% of the 13F portfolio, value $4,377,386.

    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 46,454 shares
    Change vs previous 13F +13,045 shares

    0.38% of the 13F portfolio, value $3,808,275.

    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 33,409 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,777,950.

    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).