TWD
SI icon

True Wealth Design’s Shoulder Innovations Inc SI Stock Holding History

True Wealth Design’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$189 Hold
10
– – ﹤0.01% 2361
2026
Q2 		$203 Buy
10
+9
+900% +$138 ﹤0.01% 2445
2026
Q1 		$15 Hold
1
– – ﹤0.01% 2656
2025
Q4 		$15 Buy
+1
New +$14 ﹤0.01% 2501

Other funds holding SI

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SI Position: Q3 2026 in Review

True Wealth Design held its Shoulder Innovations Inc (SI) position steady in Q3 2026 at 10 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

True Wealth Design first reported a position in SI in Q4 2025 and has held it in 4 quarters since. The position peaked at $203 in Q2 2026. 4 funds tracked by Wall St. Rank hold SI as of Q3 2026.

  • True Wealth Design held 10 shares of Shoulder Innovations Inc worth $189 as of Q3 2026.
  • True Wealth Design left its Shoulder Innovations Inc share count unchanged in Q3 2026.
  • Shoulder Innovations Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2361 holding.
  • True Wealth Design first reported a position in Shoulder Innovations Inc in Q4 2025 and has held it in 4 quarters since.
  • True Wealth Design's Shoulder Innovations Inc position peaked at $203 in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.