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INSIGNEO ADVISORY SERVICES, LLC: CRWD position timeline

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

INSIGNEO ADVISORY SERVICES, LLC held 8,306 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,306 shares
    Change vs previous 13F +1,187 shares

    0.24% of the 13F portfolio, value $6,338,641.

    13F-HR 0001964958-26-000003 filed by INSIGNEO ADVISORY SERVICES, 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 7,119 shares
    Change vs previous 13F +79 shares

    0.2% of the 13F portfolio, value $2,779,329.

    13F-HR 0001964958-26-000002 filed by INSIGNEO ADVISORY SERVICES, 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 7,040 shares
    Change vs previous 13F +338 shares

    0.24% of the 13F portfolio, value $3,300,070.

    13F-HR 0001964958-26-000001 filed by INSIGNEO ADVISORY SERVICES, 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 6,702 shares
    Change vs previous 13F +141 shares

    0.23% of the 13F portfolio, value $3,286,527.

    13F-HR 0001964958-25-000009 filed by INSIGNEO ADVISORY SERVICES, 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 6,561 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $3,341,401.

    13F-HR 0001964958-25-000004 filed by INSIGNEO ADVISORY SERVICES, 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 6,564 shares
    Change vs previous 13F +672 shares

    0.24% of the 13F portfolio, value $2,314,437.

    13F-HR 0001964958-25-000002 filed by INSIGNEO ADVISORY SERVICES, 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 5,892 shares
    Change vs previous 13F +456 shares

    0.21% of the 13F portfolio, value $2,016,119.

    13F-HR 0001964958-25-000001 filed by INSIGNEO ADVISORY SERVICES, 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 5,436 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,524,727.

    13F-HR 0001964958-24-000005 filed by INSIGNEO ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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