Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 350 KD 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 350 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,959.

    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 350 shares
    Change vs previous 13F -2,448 shares

    <0.01% of the 13F portfolio, value $4,592.

    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 2,798 shares
    Change vs previous 13F -11,045 shares

    0.02% of the 13F portfolio, value $74,315.

    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 13,843 shares
    Change vs previous 13F +5,984 shares

    0.11% of the 13F portfolio, value $415,705.

    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 7,859 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $329,764.

    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).