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

Measured Wealth Private Client Group, LLC held 68,105 XLV 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 68,105 shares
    Change vs previous 13F -54,385 shares

    2.61% of the 13F portfolio, value $10,805,528.

    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 122,490 shares
    Change vs previous 13F -5,037 shares

    4.91% of the 13F portfolio, value $17,958,291.

    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 127,527 shares
    Change vs previous 13F +5,429 shares

    5.22% of the 13F portfolio, value $19,741,140.

    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 122,098 shares
    Change vs previous 13F +4,765 shares

    4.58% of the 13F portfolio, value $16,992,419.

    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 117,333 shares
    Change vs previous 13F +3,301 shares

    4.73% of the 13F portfolio, value $15,815,350.

    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 114,032 shares
    Change vs previous 13F +17,462 shares

    5.34% of the 13F portfolio, value $16,649,849.

    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 96,570 shares
    Change vs previous 13F +7,524 shares

    4.29% of the 13F portfolio, value $13,285,194.

    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 89,046 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $13,714,796.

    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).