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

Measured Wealth Private Client Group, LLC held 4,058 MTG 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 4,058 shares
    Change vs previous 13F -8,353 shares

    0.03% of the 13F portfolio, value $114,443.

    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 12,411 shares
    Change vs previous 13F -46,573 shares

    0.09% of the 13F portfolio, value $325,799.

    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 58,984 shares
    Change vs previous 13F -1,157 shares

    0.46% of the 13F portfolio, value $1,723,498.

    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 60,141 shares
    Change vs previous 13F -1,748 shares

    0.46% of the 13F portfolio, value $1,706,194.

    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 61,889 shares
    Change vs previous 13F +1,674 shares

    0.52% of the 13F portfolio, value $1,722,990.

    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 60,215 shares
    Change vs previous 13F +2,323 shares

    0.48% of the 13F portfolio, value $1,492,128.

    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 57,892 shares
    Change vs previous 13F -1,911 shares

    0.44% of the 13F portfolio, value $1,372,619.

    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 59,803 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,530,957.

    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).