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Crescent Grove Advisors, LLC: UYLD position timeline

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

Crescent Grove Advisors, LLC held 233,432 UYLD 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 233,432 shares
    Change vs previous 13F -10,438 shares

    1.01% of the 13F portfolio, value $11,952,857.

    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 243,870 shares
    Change vs previous 13F -104,808 shares

    1.24% of the 13F portfolio, value $12,500,411.

    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 348,678 shares
    Change vs previous 13F +37,755 shares

    1.7% of the 13F portfolio, value $17,915,602.

    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 310,923 shares
    Change vs previous 13F -55,741 shares

    1.53% of the 13F portfolio, value $15,971,940.

    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 366,664 shares
    Change vs previous 13F -88,627 shares

    1.81% of the 13F portfolio, value $18,725,662.

    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 455,291 shares
    Change vs previous 13F +196,224 shares

    2.44% of the 13F portfolio, value $23,372,722.

    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 259,067 shares
    Change vs previous 13F +218,763 shares

    1.32% of the 13F portfolio, value $13,303,145.

    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 40,304 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,071,604.

    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).