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AVISO WEALTH MANAGEMENT: CRWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on CRWD, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 3,133 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,133 shares
    Change vs previous 13F -48 shares

    0.81% of the 13F portfolio, value $2,390,918.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 3,181 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,241,972.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 3,181 shares
    Change vs previous 13F -260 shares

    0.63% of the 13F portfolio, value $1,491,126.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,441 shares
    Change vs previous 13F -50 shares

    0.74% of the 13F portfolio, value $1,687,398.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 3,491 shares
    Change vs previous 13F +109 shares

    0.83% of the 13F portfolio, value $1,778,001.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 3,382 shares
    Change vs previous 13F -70 shares

    0.63% of the 13F portfolio, value $1,192,426.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 3,452 shares
    Change vs previous 13F -95 shares

    0.6% of the 13F portfolio, value $1,181,136.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,547 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $994,827.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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