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Trifecta Capital Advisors, LLC: CRWD position timeline

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

Trifecta Capital Advisors, LLC held 24,241 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,241 shares
    Change vs previous 13F +1,674 shares

    2.38% of the 13F portfolio, value $18,499,277.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital 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 22,567 shares
    Change vs previous 13F +1,148 shares

    1.36% of the 13F portfolio, value $8,810,383.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital 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 21,419 shares
    Change vs previous 13F +1,182 shares

    1.49% of the 13F portfolio, value $10,040,371.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital 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 20,237 shares
    Change vs previous 13F +1,357 shares

    1.51% of the 13F portfolio, value $9,923,821.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital 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 18,880 shares
    Change vs previous 13F +1,939 shares

    1.6% of the 13F portfolio, value $9,615,773.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital 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 16,941 shares
    Change vs previous 13F +7,980 shares

    1.25% of the 13F portfolio, value $5,973,058.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital 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 8,961 shares
    Change vs previous 13F +8,561 shares

    0.61% of the 13F portfolio, value $3,066,096.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital 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 400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $112,188.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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