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Kestra Advisory Services, LLC: CRWD position timeline

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

Kestra Advisory Services, LLC held 125,514 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,514 shares
    Change vs previous 13F +2,895 shares

    0.21% of the 13F portfolio, value $95,784,287.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,444 shares
    • Kestra Advisory Services, LLC: 71,044 shares
    • Kestra Investment Management, LLC: 2,026 shares

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

  2. period ended2026-03-31
    13F 122,619 shares
    Change vs previous 13F +11,211 shares

    0.12% of the 13F portfolio, value $47,871,646.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,123 shares
    • Kestra Advisory Services, LLC: 67,827 shares
    • Kestra Investment Management, LLC: 3,669 shares

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

  3. period ended2025-12-31
    13F 111,408 shares
    Change vs previous 13F +3,691 shares

    0.14% of the 13F portfolio, value $52,223,726.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,265 shares
    • Kestra Advisory Services, LLC: 53,882 shares
    • Kestra Investment Management, LLC: 2,261 shares

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

  4. period ended2025-09-30
    13F 107,717 shares
    Change vs previous 13F -5,753 shares

    0.16% of the 13F portfolio, value $52,822,264.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,807 shares
    • Kestra Advisory Services, LLC: 48,599 shares
    • Kestra Investment Management, LLC: 2,311 shares

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

  5. period ended2025-06-30
    13F/A 113,470 shares
    Change vs previous 13F +16,966 shares

    0.19% of the 13F portfolio, value $57,791,249.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,007 shares
    • Kestra Advisory Services, LLC: 54,088 shares
    • Kestra Investment Management, LLC: 2,375 shares

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

  6. period ended2025-03-31
    13F/A 96,504 shares
    Change vs previous 13F -8,811 shares

    0.11% of the 13F portfolio, value $34,025,381.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,816 shares
    • Kestra Advisory Services, LLC: 40,108 shares
    • Kestra Investment Management, LLC: 2,580 shares

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

  7. period ended2024-12-31
    13F 105,315 shares
    Change vs previous 13F +22,800 shares

    0.13% of the 13F portfolio, value $36,034,581.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,918 shares
    • Kestra Advisory Services, LLC: 51,543 shares
    • Kestra Investment Management, LLC: 854 shares

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

  8. period ended2024-09-30
    13F 82,515 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $23,142,889.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,729 shares
    • Kestra Advisory Services, LLC: 34,677 shares
    • Kestra Investment Management, LLC: 2,109 shares

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