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Disclosery

AE Wealth Management LLC: CRWD position timeline

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

AE Wealth Management LLC held 15,201 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,201 shares
    Change vs previous 13F +1,154 shares

    0.05% of the 13F portfolio, value $11,600,333.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 14,047 shares
    Change vs previous 13F -1,693 shares

    0.03% of the 13F portfolio, value $5,484,000.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 15,740 shares
    Change vs previous 13F -3,672 shares

    0.04% of the 13F portfolio, value $7,378,105.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 19,412 shares
    Change vs previous 13F +5,332 shares

    0.06% of the 13F portfolio, value $9,519,464.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 14,080 shares
    Change vs previous 13F +2,737 shares

    0.05% of the 13F portfolio, value $7,171,122.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 11,343 shares
    Change vs previous 13F +909 shares

    0.03% of the 13F portfolio, value $3,999,324.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 10,434 shares
    Change vs previous 13F +2,751 shares

    0.03% of the 13F portfolio, value $3,570,096.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 7,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,154,732.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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