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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

FHI holding history

Federated Hermes, 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.

FHI overviewAll 13F holders of FHIFull Q2 2026 holdings

Shares (Q2 2026)
14,664
Value
$809.7K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of FHI by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,664$809.7K0.2%+1,555+11.9%AddedHolders
Q1 202613,109$743.4K0.2%+97+0.7%AddedHolders
Q4 202513,012$677.5K0.2%+1,182+10.0%AddedHolders
Q3 202511,830$614.3K0.2%+11,830NewHolders