Measured Wealth Private Client Group, LLC: TAP 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 TAP, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 144 TAP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 144 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,610.
13F-HR 0001720235-26-000006 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 144 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $6,201.
13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 172 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,029.
13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 172 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,783.
13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).