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Disclosery

WCG Wealth Advisors LLC: CRWD position timeline

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

WCG Wealth Advisors LLC held 21,444 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 21,444 shares
    Change vs previous 13F -8,301 shares

    0.39% of the 13F portfolio, value $16,364,784.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 29,745 shares
    Change vs previous 13F +11,359 shares

    0.32% of the 13F portfolio, value $11,612,760.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 18,386 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,618,626.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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