Wealth Dimensions Group, Ltd.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1846462
CINCINNATI, OH
Position in CRWD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$230,849
-$244,670 QoQ
Shares Held
4,840
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,809
of 2,437 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. CRWD ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
|
1,503 | $212,148 |
All Filings in CRWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,849 | 1,210 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $475,519 | 1,218 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $589,700 | 1,258 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $605,128 | 1,234 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $624,923 | 1,227 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $386,427 | 1,096 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $344,212 | 1,006 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $268,129 | 956 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $304,636 | 795 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $254,869 | 795 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $202,979 | 795 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||