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Disclosery

Simplicity Wealth,LLC: CRWD position timeline

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

Simplicity Wealth,LLC held 2,939 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,939 shares
    Change vs previous 13F +1,299 shares

    0.08% of the 13F portfolio, value $2,243,010.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 1,640 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $640,304.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 1,520 shares
    Change vs previous 13F +103 shares

    0.04% of the 13F portfolio, value $712,490.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 1,417 shares
    Change vs previous 13F -754 shares

    0.04% of the 13F portfolio, value $694,842.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 2,171 shares
    Change vs previous 13F +818 shares

    0.05% of the 13F portfolio, value $1,105,658.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 1,353 shares
    Change vs previous 13F +666 shares

    0.04% of the 13F portfolio, value $477,022.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 687 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $235,064.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 728 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $204,182.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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