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Ascentis Wealth Management, LLC: CRWD position timeline

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

Ascentis Wealth Management, LLC held 5,659 CRWD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,659 shares
    Change vs previous 13F -3,672 shares

    0.61% of the 13F portfolio, value $4,318,572.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 214 shares
    • Ascentis Wealth Management, LLC: 5,445 shares

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

  2. period ended2026-03-31
    13F 9,331 shares
    Change vs previous 13F +2,750 shares

    0.2% of the 13F portfolio, value $3,642,909.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,930 shares
    • Ascentis Wealth Management, LLC: 5,401 shares

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

  3. period ended2025-12-31
    13F 6,581 shares
    Change vs previous 13F +353 shares

    0.3% of the 13F portfolio, value $3,084,884.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,601 shares
    • Ascentis Wealth Management, LLC: 3,980 shares

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

  4. period ended2025-09-30
    13F 6,228 shares
    Change vs previous 13F +413 shares

    0.29% of the 13F portfolio, value $3,054,065.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,471 shares
    • Ascentis Wealth Management, LLC: 3,757 shares

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

  5. period ended2025-06-30
    13F 5,815 shares
    Change vs previous 13F +1,169 shares

    0.3% of the 13F portfolio, value $2,901,673.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,338 shares
    • Ascentis Wealth Management, LLC: 3,477 shares

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

  6. period ended2025-03-31
    13F 4,646 shares
    Change vs previous 13F +3,011 shares

    0.2% of the 13F portfolio, value $1,667,168.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,677 shares
    • Ascentis Wealth Management, LLC: 2,969 shares

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

  7. period ended2024-12-31
    13F 1,635 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $559,430.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,621 shares
    • Ascentis Wealth Management, LLC: 14 shares

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

  8. period ended2024-09-30
    13F/A 1,885 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $528,685.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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