Institute for Wealth Management, LLC.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1533954 DENVER, CO

Position in CRWD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,562,147

+$778,595 QoQ

Shares Held

2,047

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#216

of 987 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. CRWD ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	52,648	$19,638,756
2	FTNT	Fortinet, Inc.	54,346	$8,348,632
3	PANW	Palo Alto Networks Inc	13,577	$4,630,028
4	NET	Cloudflare, Inc.	12,422	$3,046,868
5	ORCL	Oracle Corp	14,851	$2,176,414
6	CRWD	CrowdStrike Holdings, Inc. This page	2,047	$1,562,147
7	FFIV	F5, Inc.	3,558	$1,479,985
8	XYZ	Block, Inc.	14,237	$1,082,012

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,147	2,047	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$783,552	2,007	+23.1%	Shares	Sole	2026-05-14
2025-12-31	$764,547	1,631	-1.6%	Shares	Sole	2026-01-27
2025-09-30	$812,559	1,657	-1.3%	Shares	Sole	2025-10-17
2025-06-30	$855,131	1,679	-7.6%	Shares	Sole	2025-07-18
2025-03-31	$640,990	1,818	-2.0%	Shares	Sole	2025-04-21
2024-12-31	$635,048	1,856	+0.2%	Shares	Sole	2025-01-23
2024-09-30	$519,430	1,852	+145.3%	Shares	Sole	2024-11-12
2024-06-30	$289,308	755	+4.7%	Shares	Sole	2024-07-25
2024-03-31	$231,145	721	-66.9%	Shares	Sole	2024-04-30
2022-09-30	$358,791	2,177	+9.3%	Shares	Sole	2022-10-18
2022-06-30	$335,602	1,991	+12.9%	Shares	Sole	2022-07-25
2022-03-31	$400,342	1,763	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.