Measured Wealth Private Client Group, LLC: V 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 V, newest first. How the timeline and the estimate are built.
Measured Wealth Private Client Group, LLC held 665 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 665 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $228,155.
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 665 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $200,990.
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 665 sharesChange vs previous 13F -140 shares
0.06% of the 13F portfolio, value $233,222.
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 805 sharesChange vs previous 13F -289 shares
0.07% of the 13F portfolio, value $274,811.
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).
- period ended2025-06-3013F 1,094 sharesChange vs previous 13F +270 shares
0.12% of the 13F portfolio, value $388,425.
13F-HR 0001720235-25-000005 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 ended2025-03-3113F 824 sharesChange vs previous 13F -388 shares
0.09% of the 13F portfolio, value $288,779.
13F-HR 0001172661-25-001650 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 ended2024-12-3113F 1,212 sharesChange vs previous 13F +12 shares
0.12% of the 13F portfolio, value $383,040.
13F-HR 0001172661-25-000371 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 ended2024-09-3013F 1,200 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $329,940.
13F-HR 0001172661-24-004369 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).