Skip to content
Disclosery

Xcel Wealth Management, LLC: CRWD position timeline

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

Xcel Wealth Management, LLC held 5,140 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,140 shares
    Change vs previous 13F -1,795 shares

    0.94% of the 13F portfolio, value $3,922,540.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, 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 6,935 shares
    Change vs previous 13F +1,095 shares

    0.75% of the 13F portfolio, value $2,707,493.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, 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 5,840 shares
    Change vs previous 13F +3 shares

    0.7% of the 13F portfolio, value $2,737,558.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, 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 5,837 shares
    Change vs previous 13F +75 shares

    0.74% of the 13F portfolio, value $2,862,348.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, 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 5,762 shares
    Change vs previous 13F +26 shares

    0.84% of the 13F portfolio, value $2,934,644.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, 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 5,736 shares
    Change vs previous 13F +336 shares

    0.63% of the 13F portfolio, value $2,022,399.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, 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 5,400 shares
    Change vs previous 13F +390 shares

    0.51% of the 13F portfolio, value $1,847,664.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, 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 5,010 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,405,155.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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