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Beacon Pointe Advisors, LLC: CRWD position timeline

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

Beacon Pointe Advisors, LLC held 37,400 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,400 shares
    Change vs previous 13F -2,164 shares

    0.13% of the 13F portfolio, value $28,541,636.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 39,564 shares
    Change vs previous 13F +10,029 shares

    0.08% of the 13F portfolio, value $15,445,993.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 29,535 shares
    Change vs previous 13F +1,440 shares

    0.1% of the 13F portfolio, value $13,844,696.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 28,095 shares
    Change vs previous 13F -4,410 shares

    0.12% of the 13F portfolio, value $13,777,431.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 32,505 shares
    Change vs previous 13F +1,408 shares

    0.17% of the 13F portfolio, value $16,555,056.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 31,097 shares
    Change vs previous 13F +2,515 shares

    0.12% of the 13F portfolio, value $10,964,135.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 28,582 shares
    Change vs previous 13F +658 shares

    0.11% of the 13F portfolio, value $9,779,573.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 27,924 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,831,844.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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