Skip to content
Disclosery

Forum Financial Management, LP: CRWD position timeline

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

Forum Financial Management, LP held 952 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 952 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $726,510.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 589 shares
    Change vs previous 13F -1,121 shares

    <0.01% of the 13F portfolio, value $229,952.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 1,710 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $801,458.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 1,673 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $820,279.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 1,479 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $753,138.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 1,317 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $464,257.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 1,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,349.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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