Current Market Value 334,194,136
Current Holdings 179
Most Recent File Date 2025-08-13
Total Filings on Record 30
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Measured Wealth Private Client Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 179 334,194
2025-05-12 2025-03-31 13F-HR 170 311,505
2025-01-27 2024-12-31 13F-HR 172 309,468
2024-10-28 2024-09-30 13F-HR 179 298,984
2024-08-12 2024-06-30 13F-HR 186 284,656
2024-04-18 2024-03-31 13F-HR 185 286,294
2024-02-06 2023-12-31 13F-HR 176 271,423
2023-10-18 2023-09-30 13F-HR 166 248,663
2023-07-20 2023-06-30 13F-HR 172 263,264
2023-05-01 2023-03-31 13F-HR 173 259,654
2023-01-23 2022-12-31 13F-HR 164 242,876
2022-10-27 2022-09-30 13F-HR 148 226,344
2022-07-25 2022-06-30 13F-HR 174 226,484
2022-05-03 2022-03-31 13F-HR 170 272,051
2022-01-28 2021-12-31 13F-HR 159 282,984
2021-11-01 2021-09-30 13F-HR 154 259,740
2021-08-05 2021-06-30 13F-HR 168 314,188
2021-05-04 2021-03-31 13F-HR 158 281,951
2021-01-20 2020-12-31 13F-HR 132 240,092
2020-10-15 2020-09-30 13F-HR 135 206,676
2020-08-03 2020-06-30 13F-HR 123 171,400
2020-04-22 2020-03-31 13F-HR 103 128,438
2020-01-15 2019-12-31 13F-HR 104 149,949
2019-10-11 2019-09-30 13F-HR 134 154,683
2019-07-26 2019-06-30 13F-HR 201 173,202
2019-05-07 2019-03-31 13F-HR 175 162,242
2019-02-07 2018-12-31 13F-HR 104 110,281
2018-11-14 2018-09-30 13F-HR 866 166,614
2018-08-14 2018-06-30 13F-HR 139 122,819
2018-02-15 2017-09-30 13F-HR 45 73,147