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

Measured Wealth Private Client Group, LLC held 8,126 KBWB 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 8,126 shares
    Change vs previous 13F +446 shares

    0.18% of the 13F portfolio, value $755,555.

    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 7,680 shares
    Change vs previous 13F +3,109 shares

    0.17% of the 13F portfolio, value $607,642.

    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 4,571 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $385,290.

    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).