Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 18,404 SPY 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 18,404 shares
    Change vs previous 13F -14 shares

    3.32% of the 13F portfolio, value $13,743,335.

    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 18,418 shares
    Change vs previous 13F -1,581 shares

    3.27% of the 13F portfolio, value $11,977,756.

    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 19,999 shares
    Change vs previous 13F -6,010 shares

    3.61% of the 13F portfolio, value $13,637,789.

    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 26,009 shares
    Change vs previous 13F -274 shares

    4.67% of the 13F portfolio, value $17,326,578.

    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 26,283 shares
    Change vs previous 13F -239 shares

    4.86% of the 13F portfolio, value $16,239,259.

    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 26,522 shares
    Change vs previous 13F -139 shares

    4.76% of the 13F portfolio, value $14,835,910.

    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 26,661 shares
    Change vs previous 13F -1,229 shares

    5.05% of the 13F portfolio, value $15,625,195.

    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 27,890 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $16,002,022.

    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).