Strategic Wealth Designers

SEC CIK: 0001802365
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WST holding history

West Pharmaceutical Services 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.

WST overview All 13F holders of WST Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of WST by Strategic Wealth Designers, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−3,307−100.0%	Sold out	Holders
Q4 2024	3,307	$1.08M	0.1%	−445−11.9%	Reduced	Holders
Q3 2024	3,752	$1.12M	0.1%	+1,082+40.5%	Added	Holders
Q2 2024	2,670	$866.5K	0.1%	–	No prior filing	Holders