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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
98
Value
$5.92K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2021
Holdings of USB by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202698$5.92K<0.1%−200−67.1%ReducedHolders
Q1 2026298$15.5K<0.1%00.0%UnchangedHolders
Q4 2025298$15.9K<0.1%−22−6.9%ReducedHolders
Q3 2025320$15.5K<0.1%+320NewHolders
Q4 20210$00.0%−3,517−100.0%Sold outHolders
Q3 20213,517$209.0K0.1%−33−0.9%ReducedHolders
Q2 20213,550$202.0K0.1%+3,550NewHolders