Measured Wealth Private Client Group, LLC: SANM 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 SANM, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 286 SANM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 286 sharesChange vs previous 13F -227 shares
0.02% of the 13F portfolio, value $72,381.
13F-HR 0001720235-26-000006 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 ended2026-03-3113F 513 sharesChange vs previous 13F -3,718 shares
0.02% of the 13F portfolio, value $66,505.
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).
- period ended2025-12-3113F 4,231 sharesChange vs previous 13F -596 shares
0.17% of the 13F portfolio, value $634,946.
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 4,827 sharesChange vs previous 13F -639 shares
0.15% of the 13F portfolio, value $555,636.
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 5,466 sharesChange vs previous 13F +2,057 shares
0.16% of the 13F portfolio, value $534,739.
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 3,409 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $259,698.
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).