HB Wealth Management, LLC: CRWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on CRWD, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 13,562 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 13,562 sharesChange vs previous 13F +494 shares
0.06% of the 13F portfolio, value $10,350,431.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,068 sharesChange vs previous 13F +393 shares
0.03% of the 13F portfolio, value $5,102,064.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,675 sharesChange vs previous 13F +909 shares
0.04% of the 13F portfolio, value $5,941,757.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,766 sharesChange vs previous 13F +1,754 shares
0.04% of the 13F portfolio, value $5,770,127.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,012 sharesChange vs previous 13F +1,869 shares
0.04% of the 13F portfolio, value $5,099,609.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,143 sharesChange vs previous 13F +519 shares
0.02% of the 13F portfolio, value $2,871,059.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,624 sharesChange vs previous 13F +1,132 shares
0.03% of the 13F portfolio, value $2,609,772.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,492 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,820,811.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).