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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
23,626
Value
$18.0M
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of CRWD by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,626$18.0M0.2%−93−0.4%ReducedHolders
Q1 202623,719$9.26M0.1%+4,204+21.5%AddedHolders
Q4 202519,515$9.15M0.1%+116+0.6%AddedHolders
Q3 202519,399$9.51M0.1%+6,705+52.8%AddedHolders
Q2 202512,694$6.47M0.1%+1,662+15.1%AddedHolders
Q1 202511,032$3.89M0.1%+1,303+13.4%AddedHolders
Q4 20249,729$3.33M0.1%+136+1.4%AddedHolders
Q3 20249,593$2.69M0.1%+187+2.0%AddedHolders
Q2 20249,406$3.60M0.2%+789+9.2%AddedHolders
Q1 20248,617$2.76M0.2%+30.0%AddedHolders
Q4 20238,614$2.20M0.1%+473+5.8%AddedHolders
Q3 20238,141$1.36M0.1%+8,141NewHolders