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Base Wealth Management LLC: FBCG position timeline

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

Base Wealth Management LLC held 5,581 FBCG 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 5,581 shares
    Change vs previous 13F +205 shares

    0.16% of the 13F portfolio, value $346,614.

    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 5,376 shares
    Change vs previous 13F +1,288 shares

    0.15% of the 13F portfolio, value $269,428.

    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 4,088 shares
    Change vs previous 13F +214 shares

    0.12% of the 13F portfolio, value $224,170.

    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 3,874 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $207,860.

    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).