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

Measured Wealth Private Client Group, LLC held 6,260 IYR 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 6,260 shares
    Change vs previous 13F -20,911 shares

    0.15% of the 13F portfolio, value $640,085.

    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 27,171 shares
    Change vs previous 13F -730 shares

    0.7% of the 13F portfolio, value $2,569,290.

    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 27,901 shares
    Change vs previous 13F -24,355 shares

    0.69% of the 13F portfolio, value $2,619,625.

    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 52,256 shares
    Change vs previous 13F +2,574 shares

    1.37% of the 13F portfolio, value $5,073,012.

    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 49,682 shares
    Change vs previous 13F +2,350 shares

    1.41% of the 13F portfolio, value $4,708,363.

    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 47,332 shares
    Change vs previous 13F +28,016 shares

    1.45% of the 13F portfolio, value $4,532,039.

    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 19,316 shares
    Change vs previous 13F +4,991 shares

    0.58% of the 13F portfolio, value $1,797,547.

    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 14,325 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,459,288.

    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).