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Steward Partners Investment Advisory, LLC: CRWD position timeline

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

Steward Partners Investment Advisory, LLC held 79,979 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,979 shares
    Change vs previous 13F -85,275 shares

    0.31% of the 13F portfolio, value $61,035,174.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 165,254 shares
    Change vs previous 13F +45,225 shares

    0.33% of the 13F portfolio, value $64,516,815.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 120,029 shares
    Change vs previous 13F -2,076 shares

    0.31% of the 13F portfolio, value $56,264,794.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 122,105 shares
    Change vs previous 13F +81,135 shares

    0.34% of the 13F portfolio, value $59,877,849.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 40,970 shares
    Change vs previous 13F +5,883 shares

    0.16% of the 13F portfolio, value $20,866,432.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 35,087 shares
    Change vs previous 13F +4,141 shares

    0.11% of the 13F portfolio, value $12,370,974.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 30,946 shares
    Change vs previous 13F +7,398 shares

    0.09% of the 13F portfolio, value $10,588,483.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 23,548 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,604,508.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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