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

Measured Wealth Private Client Group, LLC held 14,468 HWC 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 14,468 shares
    Change vs previous 13F +650 shares

    0.26% of the 13F portfolio, value $1,081,049.

    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 13,818 shares
    Change vs previous 13F -293 shares

    0.24% of the 13F portfolio, value $878,687.

    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 14,111 shares
    Change vs previous 13F +731 shares

    0.24% of the 13F portfolio, value $898,588.

    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 13,380 shares
    Change vs previous 13F +114 shares

    0.23% of the 13F portfolio, value $837,722.

    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 13,266 shares
    Change vs previous 13F +4,290 shares

    0.23% of the 13F portfolio, value $761,468.

    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 8,976 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $470,791.

    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).