True Wealth Design, LLC CRD/A — CRAWFORD & CO

Ownership history in True Wealth Design, LLC  ·  7 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported CRAWFORD & CO (CRD/A) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows CRD/A at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRD/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in CRAWFORD & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CRD/A was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRD/A stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held CRD/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5 -2 -28.6% 0.00% $57 2026-07-16 $10.69
2026 Q1 REDUCED — — — 7 -1 -12.5% 0.00% $70 2026-04-13 $10.65
2025 Q4 UNCHANGED — — — 8 — 0% 0.00% $90 2026-01-08 $10.92
2025 Q3 REDUCED — — — 8 -2 -20.0% 0.00% $86 2025-10-21 $10.63
2025 Q2 REDUCED — — — 10 -13 -56.5% 0.00% $106 2025-08-06 $9.16
2025 Q1 ADDED — — — 23 +6 +35.3% 0.00% $263 2025-05-13 $10.79
2024 Q4 INITIATED — — — 17 — — 0.00% $197 2025-02-14 $11.73

🏢 Other funds also holding CRD/A

As of 2026 Q2 — sorted by position size

SHAYNE & JACOBS, LLC 3Y 7Y 0.4% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Curated Wealth Partners LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and CRD/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning CRD/A?

True Wealth Design, LLC reported CRD/A across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CRD/A position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for CRD/A was 0.00% in 2025 Q1.

What is the latest reported CRD/A position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $57.

What does the chart on this CRD/A ownership page compare?

The chart compares True Wealth Design, LLC's quarterly CRD/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their CRD/A position?

Based on 13F filing dates vs. subsequent CRD/A price moves, True Wealth Design, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on CRD/A relative to SPY over the holding period was -20.1%.

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