MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1607355
GLASTONBURY, CT
Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,631
+$3,727 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,347
of 2,429 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names. CRWD ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,901 | $17,121,991 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
73,424 | $8,566,378 | |
| 3 | ORCL |
Oracle Corp
|
1,125 | $164,868 | |
| 4 | PANW |
Palo Alto Networks Inc
|
300 | $102,306 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
666 | $87,532 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $36,792 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $24,084 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
40 | $7,631 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,631 | 10 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,904 | 10 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $93,752 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $98,076 | 200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $101,862 | 200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $70,516 | 200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,432 | 200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $112,188 | 400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,021 | 201 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,438 | 201 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $51,319 | 201 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $33,643 | 201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,520 | 201 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,589 | 201 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,163 | 201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,126 | 201 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,880 | 201 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $113,767 | 501 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $317,567 | 1,551 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $356,626 | 1,451 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $352,085 | 1,401 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $520,336 | 2,851 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $476,806 | 2,251 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $274,777 | 2,001 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $100 | 1 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||