CROWDSTRIKE HOLDINGS INC - A · CUSIP 22788C105 · CIK 2016209
As of 2026-06-30, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 13.05K CRWD (shares), valued at $2.75M, or 0.19% of its reported non-derivative portfolio. Filed 2026-08-27.
Verify history & sources →Shares increased 300.00%; reported value increased 75.63%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.19% | 13,052 | SEC filing ↗Filed Aug 27, 2026 |
| Q1 2026 | 1.17% | 3,263 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 2.96% | 9,393 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 6.75% | 19,099 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 8.32% | 29,003 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 6.94% | 19,147 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.84% | 5,471 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 1.84% | 5,471 | $1.87M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 6.94% | 19,147 | $6.75M | Shares increased 249.97%; reported value increased 260.74%, and weight changed +5.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 8.32% | 29,003 | $12.23M | Shares increased 51.48%; reported value increased 81.11%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 6.75% | 19,099 | $10.15M | Shares decreased 34.15%; reported value decreased 16.98%, and weight changed -1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 2.96% | 9,393 | $4.26M | Shares decreased 50.82%; reported value decreased 58.01%, and weight changed -3.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.17% | 3,263 | $1.56M | Shares decreased 65.26%; reported value decreased 63.32%, and weight changed -1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.19% | 13,052 | $2.75M | Shares increased 300.00%; reported value increased 75.63%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 27, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.