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

Measured Wealth Private Client Group, LLC held 173,973 SPYG 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 173,973 shares
    Change vs previous 13F +124,249 shares

    5% of the 13F portfolio, value $20,701,058.

    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 49,724 shares
    Change vs previous 13F -5,858 shares

    1.33% of the 13F portfolio, value $4,868,468.

    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 55,582 shares
    Change vs previous 13F -13,476 shares

    1.57% of the 13F portfolio, value $5,930,582.

    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 69,058 shares
    Change vs previous 13F -1,246 shares

    1.95% of the 13F portfolio, value $7,217,274.

    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 70,304 shares
    Change vs previous 13F -5,443 shares

    2.01% of the 13F portfolio, value $6,701,381.

    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 75,747 shares
    Change vs previous 13F -6,272 shares

    1.95% of the 13F portfolio, value $6,087,760.

    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 82,019 shares
    Change vs previous 13F -34,563 shares

    2.33% of the 13F portfolio, value $7,209,500.

    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 116,582 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $9,669,271.

    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).