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Measured Wealth Private Client Group, LLC: ACT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Measured Wealth Private Client Group, LLC on ACT, newest first. How the timeline and the estimate are built.

Measured Wealth Private Client Group, LLC held 27,007 ACT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,007 shares
    Change vs previous 13F +885 shares

    0.3% of the 13F portfolio, value $1,234,499.

    13F-HR 0001720235-26-000006 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,122 shares
    Change vs previous 13F -2,233 shares

    0.29% of the 13F portfolio, value $1,066,043.

    13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,355 shares
    Change vs previous 13F -20 shares

    0.3% of the 13F portfolio, value $1,123,996.

    13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,375 shares
    Change vs previous 13F -1,022 shares

    0.29% of the 13F portfolio, value $1,087,899.

    13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,397 shares
    Change vs previous 13F +980 shares

    0.33% of the 13F portfolio, value $1,092,099.

    13F-HR 0001720235-25-000005 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,417 shares
    Change vs previous 13F +1,839 shares

    0.32% of the 13F portfolio, value $987,491.

    13F-HR 0001172661-25-001650 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,578 shares
    Change vs previous 13F -6 shares

    0.28% of the 13F portfolio, value $860,596.

    13F-HR 0001172661-25-000371 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,584 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $965,797.

    13F-HR 0001172661-24-004369 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).