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

Measured Wealth Private Client Group, LLC held 54,219 TLT 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 54,219 shares
    Change vs previous 13F -22,539 shares

    1.13% of the 13F portfolio, value $4,685,571.

    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 76,758 shares
    Change vs previous 13F -3,750 shares

    1.82% of the 13F portfolio, value $6,654,116.

    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 80,508 shares
    Change vs previous 13F +3,199 shares

    1.86% of the 13F portfolio, value $7,017,100.

    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 77,309 shares
    Change vs previous 13F +8,019 shares

    1.86% of the 13F portfolio, value $6,909,066.

    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 69,290 shares
    Change vs previous 13F +1,230 shares

    1.83% of the 13F portfolio, value $6,114,869.

    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 68,060 shares
    Change vs previous 13F +4,837 shares

    1.99% of the 13F portfolio, value $6,195,517.

    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 63,223 shares
    Change vs previous 13F +4,369 shares

    1.78% of the 13F portfolio, value $5,521,270.

    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 58,854 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,773,541.

    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).