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Diversify Advisory Services, LLC: CRWD position timeline

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

Diversify Advisory Services, LLC held 164,630 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,630 shares
    Change vs previous 13F +141,149 shares

    0.25% of the 13F portfolio, value $29,651,584.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 82,315 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 82,315 shares

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

  2. period ended2026-03-31
    13F 23,481 shares
    Change vs previous 13F -1,268 shares

    0.19% of the 13F portfolio, value $10,622,164.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,481 shares

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

  3. period ended2025-12-31
    13F 24,749 shares
    Change vs previous 13F -643 shares

    0.21% of the 13F portfolio, value $11,397,891.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 13,119 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,630 shares

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

  4. period ended2025-09-30
    13F 25,392 shares
    Change vs previous 13F +606 shares

    0.3% of the 13F portfolio, value $14,014,351.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,845 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,547 shares

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

  5. period ended2025-06-30
    13F 24,786 shares
    Change vs previous 13F +4,396 shares

    0.26% of the 13F portfolio, value $10,801,981.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,736 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,050 shares

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

  6. period ended2025-03-31
    13F 20,390 shares
    Change vs previous 13F +5,629 shares

    0.3% of the 13F portfolio, value $8,788,142.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,765 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,625 shares

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

  7. period ended2024-12-31
    13F 14,761 shares
    Change vs previous 13F +2,245 shares

    0.17% of the 13F portfolio, value $5,149,359.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,930 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,831 shares

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

  8. period ended2024-09-30
    13F 12,516 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,787,171.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,466 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,050 shares

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