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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

NJR holding history

New Jersey Resources Corp 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$785
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of NJR by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$785<0.1%00.0%UnchangedHolders
Q1 202614$769<0.1%00.0%UnchangedHolders
Q4 202514$646<0.1%−572−97.6%ReducedHolders
Q3 2025586$28.2K<0.1%+586NewHolders
Q3 20230$00.0%−5,988−100.0%Sold outHolders
Q2 20235,988$282.6K0.1%−1,408−19.0%ReducedHolders
Q1 20237,396$393.5K0.2%+1,519+25.8%AddedHolders
Q4 20225,877$291.6K0.1%+5,877NewHolders