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Strategic Wealth Designers

SEC CIK
0001802365
Latest filing
Aug 4, 2026

ABR holding history

Arbor Realty Trust Inc in every 13F filed by Strategic Wealth Designers, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABR overviewAll 13F holders of ABRFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of ABR by Strategic Wealth Designers, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−47,874−100.0%Sold outHolders
Q4 202447,874$663.0K<0.1%−14,119−22.8%ReducedHolders
Q3 202461,993$959.6K0.1%−373,232−85.8%ReducedHolders
Q2 2024435,225$6.18M0.8%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 2023440,770$6.69M1.0%+20,347+4.8%AddedHolders
Q3 2023420,423$6.38M1.2%+3,191+0.8%AddedHolders
Q2 2023417,232$6.18M1.0%+96,853+30.2%AddedHolders
Q1 2023320,379$3.68M0.7%+52,622+19.7%AddedHolders
Q4 2022267,757$3.79M0.9%+74,752+38.7%AddedHolders
Q3 2022193,005$2.22M0.6%+26,809+16.1%AddedHolders
Q2 2022166,196$2.18M0.5%−160,863−49.2%ReducedHolders
Q1 2022327,059$5.58M1.3%+4,919+1.5%AddedHolders
Q4 2021322,140$5.90M1.5%−3,471−1.1%ReducedHolders
Q3 2021325,611$6.04M1.8%+10,928+3.5%AddedHolders
Q2 2021314,683$5.61M2.0%+46,127+17.2%AddedHolders
Q1 2021268,556$4.27M2.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.