Measured Wealth Private Client Group, LLC: PLMR 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 PLMR, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 0 PLMR shares at 2026-03-31 per its 13F-HR filed 2026-05-13.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -746 shares
13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 746 sharesChange vs previous 13F -829 shares
0.03% of the 13F portfolio, value $100,531.
13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,575 sharesChange vs previous 13F -2,094 shares
0.05% of the 13F portfolio, value $183,881.
13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,669 sharesChange vs previous 13F +321 shares
0.17% of the 13F portfolio, value $565,943.
13F-HR 0001720235-25-000005 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,348 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $458,944.
13F-HR 0001172661-25-001650 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).