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Summit Trail Advisors, LLC: CRWD position timeline

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

Summit Trail Advisors, LLC held 35,660 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,660 shares
    Change vs previous 13F -1,430 shares

    0.34% of the 13F portfolio, value $27,213,572.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 37,090 shares
    Change vs previous 13F +4,996 shares

    0.21% of the 13F portfolio, value $14,480,307.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 32,094 shares
    Change vs previous 13F -4,328 shares

    0.26% of the 13F portfolio, value $15,044,383.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 36,422 shares
    Change vs previous 13F +6,470 shares

    0.25% of the 13F portfolio, value $17,860,620.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 29,952 shares
    Change vs previous 13F -44,089 shares

    0.26% of the 13F portfolio, value $15,254,853.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 74,041 shares
    Change vs previous 13F +1,586 shares

    0.86% of the 13F portfolio, value $26,105,376.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 72,455 shares
    Change vs previous 13F +985 shares

    0.91% of the 13F portfolio, value $24,791,203.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 71,470 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $20,045,191.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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