Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 4,417 OEF 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 4,417 shares
    Change vs previous 13F -1,281 shares

    0.39% of the 13F portfolio, value $1,615,936.

    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 5,698 shares
    Change vs previous 13F -874 shares

    0.5% of the 13F portfolio, value $1,812,266.

    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 6,572 shares
    Change vs previous 13F -5,581 shares

    0.6% of the 13F portfolio, value $2,253,894.

    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 12,153 shares
    Change vs previous 13F -154 shares

    1.09% of the 13F portfolio, value $4,044,903.

    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 12,307 shares
    Change vs previous 13F -77 shares

    1.12% of the 13F portfolio, value $3,745,542.

    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 12,384 shares
    Change vs previous 13F -64 shares

    1.08% of the 13F portfolio, value $3,353,876.

    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 12,448 shares
    Change vs previous 13F -830 shares

    1.16% of the 13F portfolio, value $3,595,516.

    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 13,278 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,674,735.

    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).