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Legacy Financial Strategies, LLC: CRWD position timeline

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

Legacy Financial Strategies, LLC held 10,119 CRWD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,119 shares
    Change vs previous 13F +7,479 shares

    0.44% of the 13F portfolio, value $2,678,950.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,640 shares
    Change vs previous 13F +128 shares

    0.31% of the 13F portfolio, value $2,014,690.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, 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 2,512 shares
    Change vs previous 13F -289 shares

    0.18% of the 13F portfolio, value $980,710.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, 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 2,801 shares
    Change vs previous 13F +362 shares

    0.23% of the 13F portfolio, value $1,312,997.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, 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 2,439 shares
    Change vs previous 13F +547 shares

    0.22% of the 13F portfolio, value $1,196,037.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, 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 1,892 shares
    Change vs previous 13F +273 shares

    0.19% of the 13F portfolio, value $963,615.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, 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 1,619 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $570,827.

    13F-HR 0001085146-25-001918 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,604 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $557,133.

    13F-HR 0001085146-25-000556 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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