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Cetera Investment Advisers: CRGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on CRGY, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 1,755,007 CRGY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,755,007 shares
    Change vs previous 13F -1,586,772 shares

    0.02% of the 13F portfolio, value $17,234,173.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 3,341,779 shares
    Change vs previous 13F +163,268 shares

    0.05% of the 13F portfolio, value $45,114,010.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 3,178,511 shares
    Change vs previous 13F +1,527,604 shares

    0.03% of the 13F portfolio, value $26,667,711.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,650,907 shares
    Change vs previous 13F +278,650 shares

    0.02% of the 13F portfolio, value $14,726,095.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,372,257 shares
    Change vs previous 13F +478,754 shares

    0.02% of the 13F portfolio, value $11,801,406.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 893,503 shares
    Change vs previous 13F +681,959 shares

    0.02% of the 13F portfolio, value $10,042,969.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 211,544 shares
    Change vs previous 13F +23,434 shares

    0.01% of the 13F portfolio, value $3,090,651.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 188,110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,059,800.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).