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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of BEN by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,417−100.0%Sold outHolders
Q3 20252,417$55.9K<0.1%+2,417NewHolders
Q2 20230$00.0%−8,899−100.0%Sold outHolders
Q1 20238,899$239.7K0.1%00.0%UnchangedHolders
Q4 20228,899$234.8K0.1%+8,899NewHolders
Q3 20220$00.0%−14,227−100.0%Sold outHolders
Q2 202214,227$332.0K0.1%−4,704−24.8%ReducedHolders
Q1 202218,931$529.0K0.2%−5,517−22.6%ReducedHolders
Q4 202124,448$819.0K0.3%−3,964−14.0%ReducedHolders
Q3 202128,412$844.0K0.3%−31,566−52.6%ReducedHolders
Q2 202159,978$1.92M0.6%−6,891−10.3%ReducedHolders
Q1 202166,869$1.98M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.