Retirement Wealth Solutions LLC CRAI β€” CRA INTL INC

Ownership history in Retirement Wealth Solutions LLC  Β·  7 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported CRA INTL INC (CRAI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CRAI 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.

What this CRAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in CRA INTL INC, 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

CRAI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 Q4 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 Retirement Wealth Solutions LLC held CRAI β€” position size vs. price
% of Fund (quarterly)    CRAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 67 β€” 0% 0.01% $10K 2026-07-07 $155.38
2026 Q1 REDUCED 15.2% -10.7% βœ… 67 -12 -15.2% 0.01% $11K 2026-04-07 $163.44
2025 Q4 UNCHANGED β€” β€” β€” 79 β€” 0% 0.01% $16K 2026-01-07 $213.02
2025 Q3 REDUCED 13.2% +0.0% ❌ 79 -12 -13.2% 0.01% $16K 2025-10-08 $180.29
2025 Q2 UNCHANGED β€” β€” β€” 91 β€” 0% 0.01% $17K 2025-07-07 $193.20
2025 Q1 REDUCED 5.2% +8.5% ❌ 91 -5 -5.2% 0.01% $16K 2025-04-08 $158.00
2024 Q4 INITIATED β€” β€” β€” 96 β€” β€” 0.01% $17K 2025-01-15 $179.91

🏒 Other funds also holding CRAI

As of 2026 Q2 β€” sorted by position size

JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Retirement Wealth Solutions LLC and CRAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning CRAI?

Retirement Wealth Solutions LLC reported CRAI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CRAI position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for CRAI was 0.01% in 2024 Q4.

What is the latest reported CRAI position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Wealth Solutions LLC reported 67 shares, equal to 0.01% of portfolio, with an estimated market value of $10K.

What does the chart on this CRAI ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly CRAI 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 Retirement Wealth Solutions LLC time their CRAI position?

Based on 13F filing dates vs. subsequent CRAI price moves, Retirement Wealth Solutions LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CRAI relative to SPY over the holding period was +448.0%.

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