INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: CRWD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on CRWD, newest first. How the timeline and the estimate are built.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 401 CRWD shares at 2024-06-30 per its 13F-HR filed 2024-07-05.
the latest 13F is the newest step
- period ended2024-06-3013F 401 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $153,659.
13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 400 sharesChange vs previous 13F -71 shares
0.02% of the 13F portfolio, value $128,236.
13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 471 sharesChange vs previous 13F -57 shares
0.02% of the 13F portfolio, value $120,256.
13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 528 sharesChange vs previous 13F -16 shares
0.01% of the 13F portfolio, value $88,377.
13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 544 sharesChange vs previous 13F -8 shares
0.01% of the 13F portfolio, value $79,897.
13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 552 sharesChange vs previous 13F -41 shares
0.01% of the 13F portfolio, value $75,768.
13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 593 sharesChange vs previous 13F +188 shares
0.01% of the 13F portfolio, value $62,437.
13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 405 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $67,000.
13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).