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

Measured Wealth Private Client Group, LLC held 11,943 XLB 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 11,943 shares
    Change vs previous 13F -55,421 shares

    0.15% of the 13F portfolio, value $607,063.

    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 67,364 shares
    Change vs previous 13F +9,937 shares

    0.92% of the 13F portfolio, value $3,366,179.

    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 57,427 shares
    Change vs previous 13F +11,690 shares

    0.69% of the 13F portfolio, value $2,604,314.

    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 45,737 shares
    Change vs previous 13F +1,628 shares

    1.1% of the 13F portfolio, value $4,098,950.

    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 44,109 shares
    Change vs previous 13F +1,253 shares

    1.16% of the 13F portfolio, value $3,873,211.

    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 42,856 shares
    Change vs previous 13F +19,906 shares

    1.18% of the 13F portfolio, value $3,684,759.

    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 22,950 shares
    Change vs previous 13F +1,139 shares

    0.62% of the 13F portfolio, value $1,931,013.

    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 21,811 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,102,144.

    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).