Skip to content
Disclosery

Crescent Grove Advisors, LLC: XBI position timeline

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

Crescent Grove Advisors, LLC held 63,436 XBI 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 63,436 shares
    Change vs previous 13F -808 shares

    0.85% of the 13F portfolio, value $10,038,747.

    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 64,244 shares
    Change vs previous 13F -2,780 shares

    0.81% of the 13F portfolio, value $8,205,849.

    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 67,024 shares
    Change vs previous 13F -3,006 shares

    0.78% of the 13F portfolio, value $8,172,201.

    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 70,030 shares
    Change vs previous 13F -9,645 shares

    0.67% of the 13F portfolio, value $7,017,033.

    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 79,675 shares
    Change vs previous 13F -4,440 shares

    0.64% of the 13F portfolio, value $6,607,439.

    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 84,115 shares
    Change vs previous 13F -7,530 shares

    0.71% of the 13F portfolio, value $6,821,708.

    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 91,645 shares
    Change vs previous 13F -5,573 shares

    0.82% of the 13F portfolio, value $8,253,521.

    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 97,218 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $9,605,104.

    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).