Skip to content
Disclosery

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

Measured Wealth Private Client Group, LLC held 174,125 SPYV 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 174,125 shares
    Change vs previous 13F -240,089 shares

    2.56% of the 13F portfolio, value $10,585,043.

    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 414,214 shares
    Change vs previous 13F -14,821 shares

    6.4% of the 13F portfolio, value $23,436,219.

    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 429,035 shares
    Change vs previous 13F -101,220 shares

    6.45% of the 13F portfolio, value $24,373,507.

    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 530,255 shares
    Change vs previous 13F +1,835 shares

    7.91% of the 13F portfolio, value $29,338,987.

    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 528,420 shares
    Change vs previous 13F -519 shares

    8.28% of the 13F portfolio, value $27,657,525.

    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 528,939 shares
    Change vs previous 13F +8,328 shares

    8.67% of the 13F portfolio, value $27,012,890.

    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 520,611 shares
    Change vs previous 13F -3,508 shares

    8.6% of the 13F portfolio, value $26,624,028.

    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 524,119 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $27,704,925.

    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).