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Stoneridge shares owned by True Wealth Design

Quarter-by-quarter ownership of Stoneridge (SRI) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Stoneridge

Tip: Access up to 7 years of quarterly data

All positions including Stoneridge held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stoneridge by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 429 7.62
2025-06-30 $4.6k 652 7.04
2025-03-31 $478 104 4.60
2024-12-31 $7 1 7.00

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Stoneridge

22NW
Vanguard Group
Dimensional Fund Advisors
Ewing Morris & Co. Investment Partners
BlackRock
Millennium Management
AYAL Capital Advisors
Federated Investors
Royce & Associates
Arrowpoint Asset Management
Acadian Asset Management
D. E. Shaw & Co
American Century Companies
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Stoneridge