Measured Wealth Private Client Group, LLC: BAP 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 BAP, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 1,514 BAP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,514 sharesChange vs previous 13F -102 shares
0.14% of the 13F portfolio, value $589,824.
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 1,616 sharesChange vs previous 13F -74 shares
0.15% of the 13F portfolio, value $548,115.
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 1,690 sharesChange vs previous 13F +180 shares
0.13% of the 13F portfolio, value $485,030.
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 1,510 sharesChange vs previous 13F +81 shares
0.11% of the 13F portfolio, value $402,083.
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 1,429 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $319,410.
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).