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Emergent Wealth Advisors, LLC: CRWD position timeline

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

Emergent Wealth Advisors, LLC held 6,288 CRWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,288 shares
    Change vs previous 13F +4,709 shares

    0.87% of the 13F portfolio, value $1,664,670.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,579 shares
    Change vs previous 13F -129 shares

    0.63% of the 13F portfolio, value $1,204,998.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 1,708 shares
    Change vs previous 13F +663 shares

    0.39% of the 13F portfolio, value $666,820.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 1,045 shares
    Change vs previous 13F +30 shares

    0.28% of the 13F portfolio, value $489,854.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 1,015 shares
    Change vs previous 13F +85 shares

    0.29% of the 13F portfolio, value $497,736.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 930 shares
    Change vs previous 13F +15 shares

    0.3% of the 13F portfolio, value $473,658.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 915 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $322,611.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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