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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

CRGY holding history

Crescent Energy Co in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRGY overviewAll 13F holders of CRGYFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2022
Holdings of CRGY by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−10,000−100.0%Sold outHolders
Q2 202410,000$119.0K<0.1%+10,000NewHolders
Q1 20240$00.0%−10,000−100.0%Sold outHolders
Q4 202310,000$132.1K<0.1%00.0%UnchangedHolders
Q3 202310,000$126.4K<0.1%00.0%UnchangedHolders
Q2 202310,000$104.0K<0.1%00.0%UnchangedHolders
Q1 202310,000$113.0K<0.1%+10,000NewHolders
Q4 20220$00.0%−10,035−100.0%Sold outHolders
Q3 202210,035$135.0K<0.1%+10,035NewHolders