Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 1,909 ORI 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 1,909 shares
    Change vs previous 13F -1,251 shares

    0.02% of the 13F portfolio, value $78,099.

    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 3,160 shares
    Change vs previous 13F -20,267 shares

    0.03% of the 13F portfolio, value $126,086.

    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 23,427 shares
    Change vs previous 13F -1,593 shares

    0.28% of the 13F portfolio, value $1,069,188.

    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 25,020 shares
    Change vs previous 13F -878 shares

    0.29% of the 13F portfolio, value $1,062,614.

    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 25,898 shares
    Change vs previous 13F +2,510 shares

    0.3% of the 13F portfolio, value $995,519.

    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 23,388 shares
    Change vs previous 13F +4,305 shares

    0.29% of the 13F portfolio, value $917,277.

    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 19,083 shares
    Change vs previous 13F +8,669 shares

    0.22% of the 13F portfolio, value $690,614.

    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 10,414 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $368,864.

    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).