Ownership history in True Wealth Design, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in THRYV HLDGS INC (THRY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π True Wealth Design, LLC underperformed the S&P 500 by β64.8% annually on this THRY position. Timing score: 33% (1/3 decisions correct). Average cost basis: $13.19. Maximum drawdown during holding period: β30.0%.
β Significantly underperformed the S&P 500 by 64.8% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $12.16 (2025 Q2) Β· Worst: $17.23 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size