Skip to content
Disclosery

True Wealth Design, LLC: CRWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on CRWV, newest first. How the timeline and the estimate are built.

True Wealth Design, LLC held 736 CRWV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 736 shares
    Change vs previous 13F +543 shares

    0.02% of the 13F portfolio, value $64,121.

    13F-HR 0001966033-26-000007 filed by True Wealth Design, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 193 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $19,212.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $853.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $573.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).