STRA β€” STRATEGIC ED INC

Ownership history in True Wealth Design, LLC  Β·  6 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported STRATEGIC ED INC (STRA) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows STRA 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 STRA 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 STRATEGIC ED INC, 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 Q1

STRA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How True Wealth Design, LLC held STRA β€” position size vs. price
% of Fund (quarterly)    STRA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 58 -5 -7.9% 0.00% $5K 2026-04-13 $79.14
2025 Q4 REDUCED 63 -6 -8.7% 0.00% $5K 2026-01-08 $82.78
2025 Q3 REDUCED 69 -51 -42.5% 0.00% $6K 2025-10-21 $82.24
2025 Q2 ADDED 120 +99 +471.4% 0.00% $10K 2025-08-06 $76.38
2024 Q4 REDUCED 21 -81 -79.4% 0.00% $2K 2025-02-14 $98.72
2024 Q3 INITIATED 102 β€” β€” 0.00% $9K 2024-11-14 $92.62

FAQ About True Wealth Design, LLC and STRA

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 STRA?

True Wealth Design, LLC reported STRA across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for STRA was 0.00% in 2024 Q3.

What is the latest reported STRA position on this page?

The most recent filing on this page is 2026 Q1, when True Wealth Design, LLC reported 58 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this STRA ownership page compare?

The chart compares True Wealth Design, LLC's quarterly STRA 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.

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