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

Measured Wealth Private Client Group, LLC held 19,148 XLC 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 19,148 shares
    Change vs previous 13F -121,720 shares

    0.5% of the 13F portfolio, value $2,051,375.

    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 140,868 shares
    Change vs previous 13F -2,471 shares

    4.27% of the 13F portfolio, value $15,616,677.

    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 143,339 shares
    Change vs previous 13F +69,178 shares

    4.46% of the 13F portfolio, value $16,873,904.

    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 74,161 shares
    Change vs previous 13F +2,619 shares

    2.37% of the 13F portfolio, value $8,778,463.

    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 71,542 shares
    Change vs previous 13F +2,062 shares

    2.32% of the 13F portfolio, value $7,764,475.

    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 69,480 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $6,701,366.

    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).