Wealthcare Advisory Partners LLC CRD/A CRAWFORD CO CL A

Ownership history in Wealthcare Advisory Partners LLC  ·  26 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported CRAWFORD CO CL A (CRD/A) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows CRD/A at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 Wealthcare Advisory Partners LLC's position in CRAWFORD CO CL A, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

How Wealthcare Advisory Partners LLC held CRD/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 57,516 0% 0.01% $648K 2026-07-09 $10.69
2026 Q1 ADDED 57,516 +80 +0.1% 0.01% $573K 2026-04-14 $10.67
2025 Q4 UNCHANGED 57,436 0% 0.01% $646K 2026-01-14 $10.82
2025 Q3 UNCHANGED 57,436 0% 0.01% $615K 2025-11-07 $11.06
2025 Q2 REDUCED 57,436 -18,400 -24.3% 0.01% $608K 2025-07-22 $10.62
2025 Q1 UNCHANGED 75,836 0% 0.02% $866K 2025-04-15 $9.83
2024 Q4 UNCHANGED 75,836 0% 0.02% $877K 2025-01-15 $11.94
2024 Q3 UNCHANGED 75,836 0% 0.02% $832K 2024-11-04 $11.11
2024 Q2 UNCHANGED 75,836 0% 0.02% $655K 2024-08-12 $9.18
2024 Q1 REDUCED 75,836 -7,754 -9.3% 0.02% $715K 2024-04-15 $9.31
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC reported owning CRD/A?

Wealthcare Advisory Partners LLC reported CRD/A across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CRD/A position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for CRD/A was 0.02% in 2024 Q4.

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

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 57,516 shares, equal to 0.01% of portfolio, with an estimated market value of $648K.

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

The chart compares Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC time their CRD/A position?

Based on 13F filing dates vs. subsequent CRD/A price moves, Wealthcare Advisory Partners LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CRD/A relative to SPY over the holding period was -42.3%.

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