Back to CRD-B
True Wealth Design, LLC → CRD-B
True Wealth Design, LLC CRD-B Position History
Crawford & Company • Insurance
Quarters held
5
Latest value
$63
Q3 2026
Peak value
$90
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $86 |
| Q4 2025 | $90 |
| Q1 2026 | $70 |
| Q2 2026 | $57 |
| Q3 2026 | $63 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63 | 5 | — | — |
| Q2 2026 | $57 | 5 | — | — |
| Q1 2026 | $70 | 7 | — | — |
| Q4 2025 | $90 | 8 | — | — |
| Q3 2025 | $86 | 8 | — | — |
Other funds holding CRD-B
$20.2M
$18.3M
$18.3M
$17.4M
$16.2M