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

Measured Wealth Private Client Group, LLC held 82,579 RSP 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 82,579 shares
    Change vs previous 13F -2,906 shares

    4.25% of the 13F portfolio, value $17,570,319.

    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 85,485 shares
    Change vs previous 13F -647 shares

    4.48% of the 13F portfolio, value $16,406,240.

    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 86,132 shares
    Change vs previous 13F -63,970 shares

    4.36% of the 13F portfolio, value $16,499,373.

    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 150,102 shares
    Change vs previous 13F +4,923 shares

    7.67% of the 13F portfolio, value $28,474,438.

    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 145,179 shares
    Change vs previous 13F +2,838 shares

    7.9% of the 13F portfolio, value $26,384,886.

    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 142,341 shares
    Change vs previous 13F -37,586 shares

    7.92% of the 13F portfolio, value $24,657,760.

    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 179,927 shares
    Change vs previous 13F +9,137 shares

    10.19% of the 13F portfolio, value $31,528,608.

    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 170,790 shares
    Change vs previous 13F not available

    10.23% of the 13F portfolio, value $30,598,736.

    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).