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Crescent Grove Advisors, LLC: WPM position timeline

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

Crescent Grove Advisors, LLC held 35,831 WPM 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 35,831 shares
    Change vs previous 13F +15,432 shares

    0.34% of the 13F portfolio, value $4,024,538.

    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 20,399 shares
    Change vs previous 13F +15,926 shares

    0.27% of the 13F portfolio, value $2,676,451.

    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 4,473 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $525,667.

    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).