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

Measured Wealth Private Client Group, LLC held 860 SYF 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 860 shares
    Change vs previous 13F -2,122 shares

    0.02% of the 13F portfolio, value $65,375.

    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 2,982 shares
    Change vs previous 13F -10,493 shares

    0.06% of the 13F portfolio, value $202,868.

    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 13,475 shares
    Change vs previous 13F -758 shares

    0.3% of the 13F portfolio, value $1,124,246.

    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 14,233 shares
    Change vs previous 13F -1,543 shares

    0.27% of the 13F portfolio, value $1,011,266.

    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 15,776 shares
    Change vs previous 13F +2,559 shares

    0.32% of the 13F portfolio, value $1,052,890.

    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 13,217 shares
    Change vs previous 13F +4,472 shares

    0.22% of the 13F portfolio, value $699,708.

    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 8,745 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $568,425.

    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).