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Measured Wealth Private Client Group, LLC: CEF 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 CEF, newest first. How the timeline and the estimate are built.

Measured Wealth Private Client Group, LLC held 54 CEF 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 54 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,172.

    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 ยง4.2).