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Avantax Planning Partners, Inc.: CRWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on CRWD, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 2,427 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,427 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $1,851,838.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 2,383 shares
    Change vs previous 13F +208 shares

    0.03% of the 13F portfolio, value $930,192.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 2,175 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $1,019,367.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 1,973 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $967,325.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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