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Legacy Wealth Managment, LLC/ID: CRGY position timeline

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

Legacy Wealth Managment, LLC/ID held 26,453 CRGY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,453 shares
    Change vs previous 13F +17,009 shares

    0.11% of the 13F portfolio, value $259,768.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 9,444 shares
    Change vs previous 13F -5,655 shares

    0.06% of the 13F portfolio, value $127,494.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 15,099 shares
    Change vs previous 13F -1,912 shares

    0.06% of the 13F portfolio, value $126,682.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 17,011 shares
    Change vs previous 13F +998 shares

    0.07% of the 13F portfolio, value $151,739.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 16,013 shares
    Change vs previous 13F +2,431 shares

    0.07% of the 13F portfolio, value $137,714.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 13,582 shares
    Change vs previous 13F -1,913 shares

    0.11% of the 13F portfolio, value $152,662.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 15,495 shares
    Change vs previous 13F -1,220 shares

    0.15% of the 13F portfolio, value $227,158.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 16,715 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $230,668.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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