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WealthShield Partners, LLC: CRWD position timeline

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

WealthShield Partners, LLC held 9,250 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,250 shares
    Change vs previous 13F -1,370 shares

    1.08% of the 13F portfolio, value $7,059,045.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 10,620 shares
    Change vs previous 13F -4,838 shares

    0.46% of the 13F portfolio, value $4,146,154.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 15,458 shares
    Change vs previous 13F +148 shares

    0.8% of the 13F portfolio, value $7,246,092.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 15,310 shares
    Change vs previous 13F +156 shares

    0.85% of the 13F portfolio, value $7,507,718.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 15,154 shares
    Change vs previous 13F -1,716 shares

    0.93% of the 13F portfolio, value $7,718,084.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 16,870 shares
    Change vs previous 13F +447 shares

    0.77% of the 13F portfolio, value $5,948,025.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 16,423 shares
    Change vs previous 13F -620 shares

    0.8% of the 13F portfolio, value $5,619,294.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 17,043 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,780,050.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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