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Waverly Advisors, LLC: CRWD position timeline

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

Waverly Advisors, LLC held 7,963 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,963 shares
    Change vs previous 13F -6,127 shares

    0.04% of the 13F portfolio, value $6,076,877.

    13F-HR 0001398344-26-014582 filed by Waverly 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 14,090 shares
    Change vs previous 13F +6,198 shares

    0.04% of the 13F portfolio, value $5,500,877.

    13F-HR 0001398344-26-009223 filed by Waverly 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 7,892 shares
    Change vs previous 13F +4,200 shares

    0.03% of the 13F portfolio, value $3,699,453.

    13F-HR 0001398344-26-003224 filed by Waverly 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 3,692 shares
    Change vs previous 13F +162 shares

    0.02% of the 13F portfolio, value $1,810,483.

    13F-HR 0001398344-25-020944 filed by Waverly 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 3,530 shares
    Change vs previous 13F +497 shares

    0.02% of the 13F portfolio, value $1,797,858.

    13F-HR 0001398344-25-015429 filed by Waverly 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 3,033 shares
    Change vs previous 13F +909 shares

    0.01% of the 13F portfolio, value $1,069,375.

    13F-HR 0001398344-25-009517 filed by Waverly 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 2,124 shares
    Change vs previous 13F +1,057 shares

    0.01% of the 13F portfolio, value $726,748.

    13F-HR 0001398344-25-002762 filed by Waverly 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 1,067 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,262.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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