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Crescent Grove Advisors, LLC: XT position timeline

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

Crescent Grove Advisors, LLC held 13,173 XT 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 13,173 shares
    Change vs previous 13F -112 shares

    0.09% of the 13F portfolio, value $1,088,485.

    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 13,285 shares
    Change vs previous 13F -2,981 shares

    0.09% of the 13F portfolio, value $905,363.

    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 16,266 shares
    Change vs previous 13F -1,141 shares

    0.11% of the 13F portfolio, value $1,134,391.

    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 17,407 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $1,252,270.

    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 17,435 shares
    Change vs previous 13F -1,208 shares

    0.11% of the 13F portfolio, value $1,137,634.

    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 18,643 shares
    Change vs previous 13F -116 shares

    0.11% of the 13F portfolio, value $1,073,091.

    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 18,759 shares
    Change vs previous 13F -13,325 shares

    0.11% of the 13F portfolio, value $1,119,338.

    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 32,084 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,953,274.

    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).