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

Measured Wealth Private Client Group, LLC held 24,516 SPMD 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 24,516 shares
    Change vs previous 13F -7,021 shares

    0.4% of the 13F portfolio, value $1,656,286.

    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 31,537 shares
    Change vs previous 13F -5,496 shares

    0.51% of the 13F portfolio, value $1,867,600.

    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 37,033 shares
    Change vs previous 13F -44,869 shares

    0.57% of the 13F portfolio, value $2,144,557.

    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 81,902 shares
    Change vs previous 13F -8,026 shares

    1.26% of the 13F portfolio, value $4,683,994.

    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 89,928 shares
    Change vs previous 13F -14,393 shares

    1.46% of the 13F portfolio, value $4,890,258.

    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 104,321 shares
    Change vs previous 13F -141,394 shares

    1.71% of the 13F portfolio, value $5,339,167.

    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 245,715 shares
    Change vs previous 13F -28,080 shares

    4.34% of the 13F portfolio, value $13,438,134.

    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 273,795 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $14,971,109.

    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).