Base Wealth Management LLC: INCM position timeline

Base Wealth Management LLC held 356,455 INCM 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 356,455 shares

   Change vs previous 13F +37,137 shares

   4.78% of the 13F portfolio, value $10,285,505.

   13F-HR 0002083977-26-000005 filed by Base Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 319,318 shares

   Change vs previous 13F -22,621 shares

   5.14% of the 13F portfolio, value $9,180,383.

   13F-HR 0002083977-26-000004 filed by Base Wealth Management LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 341,939 shares

   Change vs previous 13F +38,554 shares

   5.16% of the 13F portfolio, value $9,587,980.

   13F-HR 0002083977-26-000002 filed by Base Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 303,385 shares

   Change vs previous 13F +31,809 shares

   4.8% of the 13F portfolio, value $8,415,905.

   13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 271,576 shares

   Change vs previous 13F not available

   4.71% of the 13F portfolio, value $7,346,134.

   13F-HR 0002083977-25-000002 filed by Base Wealth Management LLC
   Filed 2025-09-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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