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

Measured Wealth Private Client Group, LLC held 9,817 FLEX 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 9,817 shares
    Change vs previous 13F -2,421 shares

    0.38% of the 13F portfolio, value $1,591,041.

    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 12,238 shares
    Change vs previous 13F -1,685 shares

    0.22% of the 13F portfolio, value $801,099.

    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 13,923 shares
    Change vs previous 13F -262 shares

    0.22% of the 13F portfolio, value $841,228.

    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 14,185 shares
    Change vs previous 13F -1,473 shares

    0.22% of the 13F portfolio, value $822,304.

    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 15,658 shares
    Change vs previous 13F +653 shares

    0.23% of the 13F portfolio, value $781,647.

    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 15,005 shares
    Change vs previous 13F +1,452 shares

    0.16% of the 13F portfolio, value $496,365.

    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).

  7. period ended2024-12-31
    13F 13,553 shares
    Change vs previous 13F -552 shares

    0.17% of the 13F portfolio, value $520,300.

    13F-HR 0001172661-25-000371 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).

  8. period ended2024-09-30
    13F 14,105 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $471,530.

    13F-HR 0001172661-24-004369 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).