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CFM WEALTH PARTNERS LLC: CRWD position timeline

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

CFM WEALTH PARTNERS LLC held 12,865 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,865 shares
    Change vs previous 13F +60 shares

    1.25% of the 13F portfolio, value $9,817,796.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH 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 12,805 shares
    Change vs previous 13F -1,474 shares

    0.75% of the 13F portfolio, value $4,999,200.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH 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 14,279 shares
    Change vs previous 13F +654 shares

    0.97% of the 13F portfolio, value $6,693,424.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH 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 13,625 shares
    Change vs previous 13F +2,105 shares

    0.97% of the 13F portfolio, value $6,681,428.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH 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 11,520 shares
    Change vs previous 13F +1,881 shares

    0.93% of the 13F portfolio, value $5,867,251.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH 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 9,639 shares
    Change vs previous 13F +1,206 shares

    0.6% of the 13F portfolio, value $3,398,519.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH 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 8,433 shares
    Change vs previous 13F +6,047 shares

    0.49% of the 13F portfolio, value $2,885,435.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH 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/A 2,386 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $669,201.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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