Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 373 EXEL 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 373 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $20,295.

    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 784 shares
    Change vs previous 13F -4,690 shares

    0.01% of the 13F portfolio, value $33,626.

    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 5,474 shares
    Change vs previous 13F -8,719 shares

    0.06% of the 13F portfolio, value $239,925.

    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 14,193 shares
    Change vs previous 13F +635 shares

    0.16% of the 13F portfolio, value $586,171.

    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 13,558 shares
    Change vs previous 13F +2,112 shares

    0.18% of the 13F portfolio, value $597,569.

    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 11,446 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $422,586.

    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).