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Disclosery

Crown Wealth Group, LLC: CPRY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on CPRY, newest first. How the timeline and the estimate are built.

Crown Wealth Group, LLC held 499,424 CPRY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499,424 shares
    Change vs previous 13F +24,787 shares

    3.56% of the 13F portfolio, value $13,976,381.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 474,637 shares
    Change vs previous 13F +4,722 shares

    3.78% of the 13F portfolio, value $12,879,560.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 469,915 shares
    Change vs previous 13F +31,533 shares

    3.54% of the 13F portfolio, value $12,681,079.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 438,382 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $11,417,002.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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