Bell & Brown Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1725362
NEWPORT BEACH, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$495,277
+$70,121 QoQ
Shares Held
2,596
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,455
of 2,437 holders
Holding Since
Sep 2024
8 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, 2026Bell & Brown Wealth Advisors, LLC holds $11,581,620 across 4 Software - Infrastructure names. CRWD ranks #3 (4.3% of the industry book) .
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,277 | 649 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $425,156 | 1,089 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $463,603 | 989 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $534,023 | 1,089 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $582,650 | 1,144 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $405,467 | 1,150 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $342,160 | 1,000 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $308,517 | 1,100 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||