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Crescent Grove Advisors, LLC: ZWS position timeline

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

Crescent Grove Advisors, LLC held 2,349,563 ZWS 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 2,349,563 shares
    Change vs previous 13F +1,014,788 shares

    10.05% of the 13F portfolio, value $118,723,418.

    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 1,334,775 shares
    Change vs previous 13F -989,872 shares

    5.93% of the 13F portfolio, value $59,851,311.

    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 2,324,647 shares
    Change vs previous 13F -110,800 shares

    10.28% of the 13F portfolio, value $108,072,839.

    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 2,435,447 shares
    Change vs previous 13F 0 shares

    10.97% of the 13F portfolio, value $114,539,072.

    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 2,435,447 shares
    Change vs previous 13F 0 shares

    8.63% of the 13F portfolio, value $89,064,297.

    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 2,435,447 shares
    Change vs previous 13F 0 shares

    8.37% of the 13F portfolio, value $80,321,042.

    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 2,435,447 shares
    Change vs previous 13F +130,732 shares

    9.01% of the 13F portfolio, value $90,842,173.

    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 2,304,715 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $82,831,457.

    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).