Legacy Wealth Managment, LLC/ID

Position in CRGY — Crescent Energy Co

CIK 2045082 BOISE, ID

Position in CRGY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$259,768

+$132,274 QoQ

Shares Held

26,453

+180.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#211

of 362 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Legacy Wealth Managment, LLC/ID holds $763,813 across 5 Oil & Gas E&P names. CRGY ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRGY	Crescent Energy Co This page	26,453	$259,768
2	SM	SM Energy Co	9,418	$245,809
3	KRP	Kimbell Royalty Partners, LP	14,654	$212,922
4	REI	Ring Energy, Inc.	20,995	$22,674
5	EONR	EON Resources Inc.	51,222	$22,640

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,768	26,453	+180.1%	Shares	Sole	2026-08-13
2026-03-31	$127,494	9,444	-37.5%	Shares	Sole	2026-05-07
2025-12-31	$126,680	15,099	-11.2%	Shares	Sole	2026-02-03
2025-09-30	$151,737	17,011	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$137,711	16,013	+17.9%	Shares	Sole	2025-08-06
2025-03-31	$152,660	13,582	-12.3%	Shares	Sole	2025-05-16
2024-12-31	$226,381	15,495	-7.3%	Shares	Sole	2025-02-13
2024-09-30	$183,028	16,715	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.