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Valeo Financial Advisors, LLC: CRWD position timeline

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

Valeo Financial Advisors, LLC held 34,956 CRWD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,956 shares
    Change vs previous 13F +25,710 shares

    0.2% of the 13F portfolio, value $9,254,615.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,246 shares
    Change vs previous 13F -522 shares

    0.15% of the 13F portfolio, value $7,055,805.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 9,768 shares
    Change vs previous 13F -1,220 shares

    0.09% of the 13F portfolio, value $3,813,495.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 10,988 shares
    Change vs previous 13F -133 shares

    0.11% of the 13F portfolio, value $5,150,913.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 11,121 shares
    Change vs previous 13F +645 shares

    0.12% of the 13F portfolio, value $5,453,702.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 10,476 shares
    Change vs previous 13F +618 shares

    0.13% of the 13F portfolio, value $5,335,520.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 9,858 shares
    Change vs previous 13F -2,383 shares

    0.1% of the 13F portfolio, value $3,475,626.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 12,241 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,188,329.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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