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Strategic Wealth Designers

SEC CIK
0001802365
Latest filing
Aug 4, 2026

ASX holding history

ASE Technology Holding Co., Ltd. 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.

ASX overviewAll 13F holders of ASXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of ASX by Strategic Wealth Designers, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−13,915−100.0%Sold outHolders
Q1 202313,915$110.9K<0.1%−70−0.5%ReducedHolders
Q4 202213,985$99.4K<0.1%+639+4.8%AddedHolders
Q3 202213,346$67.0K<0.1%−4,314−24.4%ReducedHolders
Q2 202217,660$91.0K<0.1%−1,135−6.0%ReducedHolders
Q1 202218,795$133.0K<0.1%+316+1.7%AddedHolders
Q4 202118,479$144.0K<0.1%−358−1.9%ReducedHolders
Q3 202118,837$148.0K<0.1%+2,256+13.6%AddedHolders
Q2 202116,581$133.0K<0.1%+426+2.6%AddedHolders
Q1 202116,155$124.0K0.1%––Holders

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