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Disclosery

Summit Financial, LLC: CRWD position timeline

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

Summit Financial, LLC held 23,626 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,626 shares
    Change vs previous 13F -93 shares

    0.2% of the 13F portfolio, value $18,029,946.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 23,719 shares
    Change vs previous 13F +4,204 shares

    0.12% of the 13F portfolio, value $9,260,135.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 19,515 shares
    Change vs previous 13F +116 shares

    0.13% of the 13F portfolio, value $9,147,851.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 19,399 shares
    Change vs previous 13F +6,705 shares

    0.15% of the 13F portfolio, value $9,512,882.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 12,694 shares
    Change vs previous 13F +1,662 shares

    0.15% of the 13F portfolio, value $6,465,181.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 11,032 shares
    Change vs previous 13F +1,303 shares

    0.11% of the 13F portfolio, value $3,889,663.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 9,729 shares
    Change vs previous 13F +136 shares

    0.12% of the 13F portfolio, value $3,328,875.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 9,593 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,690,549.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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