True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SDGR holding history

Schrodinger, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 67
Value: $1.09K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of SDGR by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67	$1.09K	<0.1%	+67	New	Holders
Q2 2023	0	$0	0.0%	−50−100.0%	Sold out	Holders
Q1 2023	50	$1.32K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	50	$934	<0.1%	–	No prior filing	Holders