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

Measured Wealth Private Client Group, LLC held 10,538 IBKR 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 10,538 shares
    Change vs previous 13F -370 shares

    0.22% of the 13F portfolio, value $917,228.

    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 10,908 shares
    Change vs previous 13F -951 shares

    0.2% of the 13F portfolio, value $731,600.

    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 11,859 shares
    Change vs previous 13F +435 shares

    0.2% of the 13F portfolio, value $762,652.

    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 11,424 shares
    Change vs previous 13F -1,452 shares

    0.21% of the 13F portfolio, value $786,085.

    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 12,876 shares
    Change vs previous 13F +9,864 shares

    0.21% of the 13F portfolio, value $713,459.

    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 3,012 shares
    Change vs previous 13F +127 shares

    0.16% of the 13F portfolio, value $498,757.

    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 2,885 shares
    Change vs previous 13F -442 shares

    0.16% of the 13F portfolio, value $509,693.

    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 3,327 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $463,651.

    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).