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
- period ended2026-06-3013F 9,250 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,458 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,310 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,870 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,423 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,043 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).