Measured Wealth Private Client Group, LLC: CALM 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 CALM, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 340 CALM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 340 sharesChange vs previous 13F -51 shares
0.01% of the 13F portfolio, value $27,390.
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 391 sharesChange vs previous 13F -2,503 shares
0.01% of the 13F portfolio, value $30,948.
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 2,894 sharesChange vs previous 13F -4,834 shares
0.06% of the 13F portfolio, value $230,276.
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 7,728 sharesChange vs previous 13F +1,929 shares
0.2% of the 13F portfolio, value $727,205.
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 5,799 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $577,754.
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).