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

Measured Wealth Private Client Group, LLC held 14,664 FHI 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 14,664 shares
    Change vs previous 13F +1,555 shares

    0.2% of the 13F portfolio, value $809,746.

    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 13,109 shares
    Change vs previous 13F +97 shares

    0.2% of the 13F portfolio, value $743,411.

    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 13,012 shares
    Change vs previous 13F +1,182 shares

    0.18% of the 13F portfolio, value $677,535.

    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 11,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $614,332.

    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).