Measured Wealth Private Client Group, LLC: SNX 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 SNX, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 156 SNX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 156 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $41,705.
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 156 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $26,319.
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 156 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $23,436.
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 181 sharesChange vs previous 13F +181 shares
0.01% of the 13F portfolio, value $29,639.
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 ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001172661-24-004369 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.