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Base Wealth Management LLC: AIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Base Wealth Management LLC on AIT, newest first. How the timeline and the estimate are built.

Base Wealth Management LLC held 3,280 AIT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,280 shares
    Change vs previous 13F +663 shares

    0.52% of the 13F portfolio, value $1,109,236.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,617 shares
    Change vs previous 13F -95 shares

    0.39% of the 13F portfolio, value $694,330.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,712 shares
    Change vs previous 13F +159 shares

    0.37% of the 13F portfolio, value $696,405.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,553 shares
    Change vs previous 13F +76 shares

    0.38% of the 13F portfolio, value $666,365.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,477 shares
    Change vs previous 13F +5 shares

    0.37% of the 13F portfolio, value $575,827.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,472 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $557,078.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).