Measured Wealth Private Client Group, LLC: EXC 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 EXC, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 5,120 EXC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,120 sharesChange vs previous 13F -23,320 shares
0.06% of the 13F portfolio, value $238,694.
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 28,440 sharesChange vs previous 13F +479 shares
0.38% of the 13F portfolio, value $1,394,129.
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 27,961 sharesChange vs previous 13F +4,025 shares
0.32% of the 13F portfolio, value $1,218,820.
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 23,936 sharesChange vs previous 13F +2,267 shares
0.29% of the 13F portfolio, value $1,077,359.
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 21,669 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $940,868.
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).