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Disclosery

LPL Financial LLC: CRGY position timeline

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

LPL Financial LLC held 86,346 CRGY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,346 shares
    Change vs previous 13F +15,137 shares

    <0.01% of the 13F portfolio, value $847,918.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 71,209 shares
    Change vs previous 13F -3,195 shares

    <0.01% of the 13F portfolio, value $961,318.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 74,404 shares
    Change vs previous 13F +38,631 shares

    <0.01% of the 13F portfolio, value $624,252.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 35,773 shares
    Change vs previous 13F +6,058 shares

    <0.01% of the 13F portfolio, value $319,095.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 29,715 shares
    Change vs previous 13F -13,225 shares

    <0.01% of the 13F portfolio, value $255,547.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 42,940 shares
    Change vs previous 13F -47,278 shares

    <0.01% of the 13F portfolio, value $482,651.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 90,218 shares
    Change vs previous 13F +70,568 shares

    <0.01% of the 13F portfolio, value $1,318,090.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 19,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,172.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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