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

Measured Wealth Private Client Group, LLC held 134 CVSA 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 134 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $16,704.

    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 283 shares
    Change vs previous 13F -1,865 shares

    0.01% of the 13F portfolio, value $32,616.

    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 2,148 shares
    Change vs previous 13F -1,878 shares

    0.06% of the 13F portfolio, value $222,254.

    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 4,026 shares
    Change vs previous 13F +466 shares

    0.17% of the 13F portfolio, value $621,816.

    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 3,560 shares
    Change vs previous 13F +1,033 shares

    0.14% of the 13F portfolio, value $452,939.

    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 2,527 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $254,317.

    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).