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Disclosery

Bernard Wealth Management Corp.: CRWD position timeline

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

Bernard Wealth Management Corp. held 4,860 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,860 shares
    Change vs previous 13F -164 shares

    1.37% of the 13F portfolio, value $3,708,861.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 5,024 shares
    Change vs previous 13F -238 shares

    0.84% of the 13F portfolio, value $1,961,420.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 5,262 shares
    Change vs previous 13F -283 shares

    1% of the 13F portfolio, value $2,466,616.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 5,545 shares
    Change vs previous 13F +10 shares

    1.14% of the 13F portfolio, value $2,719,158.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 5,535 shares
    Change vs previous 13F -480 shares

    1.31% of the 13F portfolio, value $2,819,031.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 6,015 shares
    Change vs previous 13F -34 shares

    1.04% of the 13F portfolio, value $2,120,769.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 6,049 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,069,726.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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