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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
14,353
Value
$2.01M
% of portfolio
0.5%
Quarters held
10
Since Q1 2021
Holdings of C by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,353$2.01M0.5%−412−2.8%ReducedHolders
Q1 202614,765$1.67M0.5%−267−1.8%ReducedHolders
Q4 202515,032$1.75M0.5%−1,050−6.5%ReducedHolders
Q3 202516,082$1.63M0.4%−2,136−11.7%ReducedHolders
Q2 202518,218$1.55M0.5%+3,396+22.9%AddedHolders
Q1 202514,822$1.05M0.3%+14,822NewHolders
Q1 20220$00.0%−5,077−100.0%Sold outHolders
Q4 20215,077$307.0K0.1%+202+4.1%AddedHolders
Q3 20214,875$342.0K0.1%−833−14.6%ReducedHolders
Q2 20215,708$404.0K0.1%+1,397+32.4%AddedHolders
Q1 20214,311$314.0K0.1%––Holders

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