Strategic Wealth Designers
- SEC CIK
- 0001802365
- Latest filing
- Aug 4, 2026
MSCI holding history
MSCI 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.
MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −62−100.0% | Sold out | Holders |
| Q2 2025 | 62 | $35.8K | 0.1% | +62 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,852−100.0% | Sold out | Holders |
| Q4 2024 | 1,852 | $1.11M | 0.1% | −36−1.9% | Reduced | Holders |
| Q3 2024 | 1,888 | $1.09M | 0.1% | +231+13.9% | Added | Holders |
| Q2 2024 | 1,657 | $794.3K | 0.1% | – | No prior filing | Holders |