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Disclosery

Balboa Wealth Partners: CRWD position timeline

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

Balboa Wealth Partners held 3,005 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,005 shares
    Change vs previous 13F -309 shares

    0.31% of the 13F portfolio, value $2,293,443.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 3,314 shares
    Change vs previous 13F -78 shares

    0.22% of the 13F portfolio, value $1,293,925.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 3,392 shares
    Change vs previous 13F -208 shares

    0.26% of the 13F portfolio, value $1,590,161.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 3,600 shares
    Change vs previous 13F +2,556 shares

    0.3% of the 13F portfolio, value $1,765,501.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 1,044 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $531,720.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 772 shares
    Change vs previous 13F -4,723 shares

    0.07% of the 13F portfolio, value $272,192.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 5,495 shares
    Change vs previous 13F +733 shares

    0.43% of the 13F portfolio, value $1,880,169.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 4,762 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,335,598.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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