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Crescent Grove Advisors, LLC: SPHD position timeline

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

Crescent Grove Advisors, LLC held 29,003 SPHD 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 29,003 shares
    Change vs previous 13F +556 shares

    0.12% of the 13F portfolio, value $1,474,513.

    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 28,447 shares
    Change vs previous 13F +930 shares

    0.14% of the 13F portfolio, value $1,411,256.

    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 27,517 shares
    Change vs previous 13F +1,814 shares

    0.13% of the 13F portfolio, value $1,320,816.

    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 25,703 shares
    Change vs previous 13F +1,435 shares

    0.12% of the 13F portfolio, value $1,271,013.

    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 24,268 shares
    Change vs previous 13F +13,332 shares

    0.11% of the 13F portfolio, value $1,154,186.

    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 10,936 shares
    Change vs previous 13F +1,852 shares

    0.06% of the 13F portfolio, value $549,315.

    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 9,084 shares
    Change vs previous 13F +853 shares

    0.04% of the 13F portfolio, value $438,848.

    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 8,231 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $416,242.

    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).