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B. Riley Wealth Advisors, Inc.: CRWD position timeline

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

B. Riley Wealth Advisors, Inc. held 103,966 CRWD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 103,966 shares
    Change vs previous 13F +79,541 shares

    1.09% of the 13F portfolio, value $27,524,927.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,425 shares
    Change vs previous 13F -3,730 shares

    0.99% of the 13F portfolio, value $18,145,868.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,155 shares
    Change vs previous 13F -488 shares

    0.69% of the 13F portfolio, value $10,700,736.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,643 shares
    Change vs previous 13F -922 shares

    0.63% of the 13F portfolio, value $13,426,889.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,565 shares
    Change vs previous 13F +420 shares

    0.7% of the 13F portfolio, value $14,498,304.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,145 shares
    Change vs previous 13F -5,797 shares

    0.72% of the 13F portfolio, value $14,844,049.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,942 shares
    Change vs previous 13F +11,850 shares

    0.37% of the 13F portfolio, value $12,320,010.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,092 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,901,159.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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