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

Measured Wealth Private Client Group, LLC held 7,606 MLI 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 7,606 shares
    Change vs previous 13F +238 shares

    0.23% of the 13F portfolio, value $935,006.

    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 7,368 shares
    Change vs previous 13F -1,010 shares

    0.22% of the 13F portfolio, value $816,374.

    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 8,378 shares
    Change vs previous 13F -433 shares

    0.25% of the 13F portfolio, value $961,794.

    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 8,811 shares
    Change vs previous 13F -1,264 shares

    0.24% of the 13F portfolio, value $890,880.

    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 10,075 shares
    Change vs previous 13F +1,083 shares

    0.24% of the 13F portfolio, value $800,660.

    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 8,992 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $684,651.

    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 9,002 shares
    Change vs previous 13F -786 shares

    0.23% of the 13F portfolio, value $714,399.

    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 9,788 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $725,291.

    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).