Measured Wealth Private Client Group, LLC: AGZ 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 AGZ, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 786 AGZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 786 sharesChange vs previous 13F -16 shares
0.02% of the 13F portfolio, value $85,896.
13F-HR 0001720235-26-000006 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 802 sharesChange vs previous 13F -452 shares
0.02% of the 13F portfolio, value $87,990.
13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,254 sharesChange vs previous 13F -4,148 shares
0.04% of the 13F portfolio, value $138,255.
13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,402 sharesChange vs previous 13F -1,179 shares
0.16% of the 13F portfolio, value $596,246.
13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,581 sharesChange vs previous 13F -3,438 shares
0.22% of the 13F portfolio, value $721,971.
13F-HR 0001720235-25-000005 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,019 sharesChange vs previous 13F -31,350 shares
0.35% of the 13F portfolio, value $1,096,513.
13F-HR 0001172661-25-001650 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,369 sharesChange vs previous 13F +1,625 shares
1.44% of the 13F portfolio, value $4,466,192.
13F-HR 0001172661-25-000371 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,744 sharesChange vs previous 13F not available
1.47% of the 13F portfolio, value $4,387,777.
13F-HR 0001172661-24-004369 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).