Measured Wealth Private Client Group, LLC: SPMB 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 SPMB, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 5,631 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,631 sharesChange vs previous 13F -282 shares
0.03% of the 13F portfolio, value $125,628.
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 5,913 sharesChange vs previous 13F -131 shares
0.04% of the 13F portfolio, value $132,392.
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 6,044 sharesChange vs previous 13F +1,540 shares
0.04% of the 13F portfolio, value $135,476.
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 4,504 sharesChange vs previous 13F +4,504 shares
0.03% of the 13F portfolio, value $101,070.
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.