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Disclosery

Cascade Financial Partners, LLC: CRWD position timeline

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

Cascade Financial Partners, LLC held 10,222 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,222 shares
    Change vs previous 13F -1,317 shares

    0.68% of the 13F portfolio, value $7,800,817.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 11,539 shares
    Change vs previous 13F +13 shares

    0.46% of the 13F portfolio, value $4,504,941.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 11,526 shares
    Change vs previous 13F -562 shares

    0.55% of the 13F portfolio, value $5,402,928.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 12,088 shares
    Change vs previous 13F +205 shares

    0.68% of the 13F portfolio, value $5,927,713.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 11,883 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $6,052,131.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 11,883 shares
    Change vs previous 13F +10 shares

    0.53% of the 13F portfolio, value $4,189,708.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 11,873 shares
    Change vs previous 13F -523 shares

    0.53% of the 13F portfolio, value $4,062,466.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 12,396 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,824,290.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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