Strategic Wealth Designers
- SEC CIK
- 0001802365
- Latest filing
- Aug 4, 2026
SER holding history
Serina Therapeutics, 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.
SER overviewAll 13F holders of SERFull Q2 2026 holdings
- Shares (Q4 2023)
- 97,375
- Value
- $37.5K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | – | – | – | – | Not filed | Holders |
| Q4 2023 | 97,375 | $37.5K | <0.1% | +4,772+5.2% | Added | Holders |
| Q3 2023 | 92,603 | $63.0K | <0.1% | +10,520+12.8% | Added | Holders |
| Q2 2023 | 82,083 | $73.3K | <0.1% | −3,943−4.6% | Reduced | Holders |
| Q1 2023 | 86,026 | $57.0K | <0.1% | −414−0.5% | Reduced | Holders |
| Q4 2022 | 86,440 | $60.5K | <0.1% | +4,430+5.4% | Added | Holders |
| Q3 2022 | 82,010 | $46.0K | <0.1% | −24,028−22.7% | Reduced | Holders |
| Q2 2022 | 106,038 | $61.0K | <0.1% | −9,175−8.0% | Reduced | Holders |
| Q1 2022 | 115,213 | $98.0K | <0.1% | +2,962+2.6% | Added | Holders |
| Q4 2021 | 112,251 | $122.0K | <0.1% | +19,311+20.8% | Added | Holders |
| Q3 2021 | 92,940 | $87.0K | <0.1% | +27,753+42.6% | Added | Holders |
| Q2 2021 | 65,187 | $101.0K | <0.1% | +6,039+10.2% | Added | Holders |
| Q1 2021 | 59,148 | $96.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.