True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CRVL holding history

Corvel Corp in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRVL overview All 13F holders of CRVL Full Q2 2026 holdings

Shares (Q2 2026): 125
Value: $7.82K
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of CRVL by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	125	$7.82K	<0.1%	+99+380.8%	Added	Holders
Q1 2026	26	$1.42K	<0.1%	+26	New	Holders
Q3 2025	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q2 2025	5	$514	<0.1%	00.0%	Unchanged	Holders
Q1 2025	5	$560	<0.1%	+5	New	Holders